Method Community

Hi, I have followed these directions to allow customers to submit orders through their portal, but still receive a "Customer field required" error message although the field is auto-populated.  I did look in the customer and entity tables, but was not able to de-select the "required" box for customer.  Could ...

Hey, What we can take a look at is how it's being saved onto the Table. From your original post you created a TagList field on your Customer Table, we can export that column for the Table and take a look at how it looks. -- Mortaza

Hey Jason, Unfortunately on Method:Classic you are unable to achieve an OR grid filter in classic. They're workarounds I've seen, one way is to build a selection list. To do this you will have to do it via field(s) on screen that users would type into, and filter off of that. -- Mortaza

Hi I have created a new version of the ContactsPortal_ReceivePayment screen.  This is working fine, but when a customer has made a payment they are being redirected back to the original ReceivePayment screen rather than my modified version.  I can't find where to update this value, can anyone point me in the right direction? Kind ...

Hi Method, I'm still using the classic Method and I saw the newer version looks much better. How to change to the newer version if I still use desktop QB? Is that available? Thank you.

As the title. Is there a way to  organize the activities better? At least as the classic version does. Thanks, Chen .

I am trying to understand the field PONumber and why it is missing from the Invoice (create new) screen. I went through the process to add it to the screens (customize screens) however the field does not show up on the displayed screen. So next I wanted to educate myself on how to customize a screen and looked at the help center information. On ...

The following updates are now live for users of Method:Classic. Bugs Fixes Fixed issue with transaction created using Google Gadget were not being passed the customer. (PL-3592) Fixed issue with Locating a match within permitted tenant list. (PL-3967) Removed Reset button in QuickBooks. (PL-4061) Cheers, Michael

The following updates are now live for users of Method. Features Go To Record on Resolve Conflict to give yourself access. (PL-3954) Avoid QBDT Duplicate Entity Conflicts by appending (2) on duplicate detection. (PL-3799) Opportunities App | More out of the box filters, more charts, filter charts based on time range and redesigned New ...

Hi Mortaza, Thanks for writing this code. That works better. Much appreciated.