Method Community

Hi, I'm working with the method:crm classic version which I've already set up code to automate inserting a lead from a web form, it looks like some of the fields are custom-added but one does not seem to be working; we have a "BrightLocalReport" field which is set to true for SupportsAdd and SupportsEdit, maxSize of 255 and ...

Hi JGAnderson, Our stock reports are designed to function in multiple regions and currencies. By default, the currency symbol is determined by the default language and region setting in your browser. If you change your browser's default language to English (United Kingdom), the report will display the pound sterling symbol instead of the ...

Hi Wildliferemoval, Any value that you want to pass to a different screen, you'll need to assign to a shared result. You'll also want to pass some reference of the screen that called the popup in a shared result as well. In the OnScreenLoad event of the popup screen, use the Get Value From Shared Result action and a conditional statement ...

Hi Gpeak, I don't believe hiding fields on the form should be causing errors. Are you able to reproduce this error using the stock version of the form? If so, it might be easier to troubleshoot this over a screen share with a member of our support team. You can reach them by calling 1-888-925-6238 ext 2. --Audisho

Simplemachines is helping us with this form, and we only hid fields on the form - no other programming changes have been made.  

This is a screen shot of the Start Loop thru a Table action.   There is an optional value of "Only Distinct Values".   I think I know what this might do, but don't seem to be able to get it to work for me.   Can you provide a couple of examples I can look at and maybe an explanation of how this can be used.  

I'm sorry, I'm still confused. If it finds the name and email, then why are we getting an error? How do we get it to just go through the rest of the form actions if the customer already exists? We didn't create this form so I'm not sure what modifications would have been made.

Hi AmsoniaLandscapeandDesign, Have a look at the report screens for Leads, Customers, Activities or Opportunities. Each of these screens uses checkboxes and radio buttons for determining which report to generate and how to filter them. I hope this helps. --Audisho

Hi simplemachines, Welcome to the Method forum! The stock web form validates whether a customer already exists via the Name and Email fields. If it finds a match for both the name and the email, it will create the activities and the opportunity for the existing contact. If however, the name matches, but the email does not, it will create a new ...

When we print a quote, Method is pulling the "unit cost" (before markup), when we want it to be pulling the "sales price" (after markup per unit). Is this something you can assist with? Thanks!