Method Community

Just curious if anyoe else create batch invoices in Method and email them from QB We are having a problem with the credit card link, doesn't appear on invoice, has to be emailed one by one from QB

I have a Screen, Loop Issue, on the Reports app that demonstrates my issue. I have one button that performs a grid loop(on a grid that has no views/filters), which worked just fine, returning six values. I have it set to show a message each time for easy counting. Right next to it I have a button that performs a loop through ...

Would be able to let me know which fields you were referring to? Also, Which account are we speaking about here, I might have to jump in and take a peek. -Ben

Thank you for getting back to me, Ben! Yes, these are custom fields. 

Hi There, Happy to help out! Which fields specifically were you referring to? Were these custom fields you have added to your screen? I just tried making some test campaigns in my own account and everything appeared to be working as intended for me. -Ben

Hi there,  When creating a New Campaign and saving it... I noticed when I look the Campaign up again in the Campaign list, certain fields are not populating. Any ideas on why? I've double checked to see if the actual field has been added to the Campaigns table and it appears it has, but both pages don't seem to be talking/linking to ...

That fixed it! thanks again

Hi Jack, You'll need to change the 'Quotes field' Dropdown from CustomerID_RecordID to just CustomerID. Other than that, everything looks good :) Thanks Jack. -Ben

One more question:  How do I pre-populate the contact dropdown on my quotes page when a user clicks the new button for quotes in the app ribbon on the contacts screen?

I can access the new version but I am unable to access the classic version at this time.