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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 !!!!

Hi I've worked out this is best done with Groups on the items. Thanks Rick  

Hi In our business we have two ranges of SKUs, and customers will often order a complete set of each range (with 4 and 5 products in each range). I would like to add a buttom to the screen which will populate the sales order grid with a row for each item from the respective ranges. I have started by trying to add values to the SalesOrderLine ...

So, Inside the edit customer tab, I created a button called (Save and Add Job). When I click the button, it will open the crm new customer screen in a pop up. I have tied several different things but can't seem to get it to work. I'm needed to copy the current company name, first name, last name, bill to, address, city, state, and ...