Method Community

Has any progress on this been made? I would really like to use the new web-to-lead form and still can not. I'm in a seasonal business and will be doing marketing in the late winter. I brought up this issue over 4 months ago, is this still a high priority fix?

Hi Audisho, I'm not the original author of this post, but this is related to a problem I am having. I am not able to do any screen level edits. When I do change the default screen, the murl link will no longer work. I get an error that I do not have permission to view the page. I brought this up several months ago here in the form and was ...

Hi Mahlon, We recently addressed and issue with screen re-directs. The issue was forcing users to create a copy of the stock screen in order to make modifications instead of allowing them to modify the current copy. In this scenario, the default name for the copy would have been the name of the stock screen + '(2)' (or '(3)' or ...

Hi Gpeak, Have you done any screen level customization to your web form? The stock web form screen has validation for handling when a customer name is already in the database since the Name field is unique. This validation can be found on the hidden CreateCustomer button's click event. --Audisho

We are testing our Web to Lead form, and our web development company is also a customer so they currently appear in Quickbooks.  When they test the web to lead form with their information, they get the following error: The Click event for Submit failed to complete. Message: *Save Warning: The Customer/Employee/Vendor/OtherName could ...

This issue was reported by the client, I have no way of testing. I have an ipad and it works fine there.

Hi Sarah, Tab ordering can be found on Step 3 of the Advanced options of the screen. I hope this helps. --Audisho

Hi Daniel, Welcome to the Method forum! Please refer to Solution No. 418 for details and limitations on syncing Method with QuickBooks advanced inventory features. Post back if you still have any questions. I hope this helps. --Audisho

Hi there, How do I create a tab behavior where our users can just tab through each individual field in order when they create a new contact? The current behavior is : Enter first name Tab It ends up on Direct Phone (expected behavior is tab to last name) Our preference would be first name (tab) last name (tab) Autofill Name (tab) Title ...

Hi Sixtel, In your last screenshot, the Where Field should be RecordID. Your action will appear as follows: Select Table: CJSBlackOutDate Where Field:  RecordID                 <--- Change this one!!                      Equal ...