Method Community

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 ...

Currently, when method syncs to QB, all inventory items are being pulled out of the qb default "unspecified site". We setup and use a different inventory site. Is there a way to tell method to use a different inventory site when syncing to QB? I have tried making the "unspecified site" in QB inactive but it will re-active when ...

Not sure where I am going wrong here but I am getting an error thrown. Here is what I am trying to do:

Hi Sixtel, Much of this will need to be done manually however, you can copy action sets from your other screens using the Show All Accessible Controls In Account option. You'll want to be very careful when using this for different record types, as this could lead to logic / data validation issues. I hope this helps. --Audisho