Method Community

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!

How do we go about adding the "Bank Info" to the bottom of our Invoice Reports? 

When we're printing out invoices from Method, they appear in US dollars and not Euros. How do we change the report to reflect Euros not US Dollars in the Report Designer? Thank you! 

Thanks I was able to figure it out as soon I emailed you.  THANKS !  I do have another question.   I have created a specialized screen that I will use to generate estimates.   I want to send a report that will populate the information from check boxes.  How will I be able to achieve this? THANKS !!!!