Method Community

 James, If the field is set to allow for non-unique values, then you shouldn't receive this error message anymore, no matter if you refresh your browser or not. If you'd like I can log into your account and do some quick testing. Otherwise you can set up a training session with your account representative and go over ...

Hi Phillip,   I believe I misunderstood your post.  I need to dig into this a little deeper in order to give you better direction, I’ll update you tomorrow.  

 Hey Phillip, Currently users are able to create a username/password as long as they are in your Company File. Once they fill out the registration form it will send them an email with the login information. When they login, they will be able to see the tabs you have selected for the Customer Portal section. Currently the Customer Portal is ...

 Hey Phillip, I just tried to copy the SimpleEstimate report, I have the same results as you do. I am looking into this and will post an update soon.  

Hey Phillip, As long as you have a field on the table for the information your importing, then I don’t see any problems that you would have. Also make sure those fields exist on the Excel API. As long as you have all that in order, you should be fine.  

Hey Stephanie,  Have you made any changes to this page? When I use the screen it works fine. The message about saving the screen before adding a line item is normal. A Work Order is an Activity, and you must save the Activity before you can add line items to it. By clicking Save you should eliminate this, this screen works like this by ...

 Hey Phillip, If you create a new report from scratch do you still get this? Sounds like one of your fields is populating with blank spaces and pushing to the next page. What report did you borrow from? After I figure this out I can try to recreate the page.  

 Hi Stephanie, Have you made any changes to the screen? Please let me know what steps you took in the estimate before you clicked on the 'Create / Go to Work Order' link. This way I can try to replicate what you are experiencing on my end. I just tried this out on my end and it worked. On the Estimate screen under the Field ...

 Hi Greg, In order to add additional datasets, there has to be some sort of unique reference to the Master Table and then you select the additional dataset from the detail table dropdown below.  So for example, if Customer is your Master table then your CartInfo table need to have some sort of unique reference such as Full Name of the ...

 James, It appears you've set the ActivityNo to only accept unique values in the PoolServiceLog. All you have to do is make the ActivityNo field in the PoolServiceLog table to not unique. Perform the following steps. 1. In Method Go to Customize > Table and Fields 2. Select the PoolServiceLog table. 3. Find the ActivityNo ...