Method Community

brilliant.

Hi Sarah, Ah I see, Makes sense. The Tag option is definitely a good solution there. Another way you might approach this would be to add a YesNo field (Checkbox) to the Contacts Table , and then Customize any grids displaying contacts to filter for Contacts with the field set to 'Yes'. Thanks Sarah. -Ben

Hi Ben, Great question! A lot of our contacts end up moving to different customers so we don't necessarily want to lose track of those people. I suppose one workaround may be to tag them inactive? Is there anything else you might think of? Thanks much for your quick response- I appreciate you guys! Sarah

Hi, While you can make a Customer Inactive in Method, its unfortunately not possible to make a Contact Inactive. Only delete them. Was there a specific reason you were Deactivating rather than Deleting? Perhaps we can come up with a workaround together. Let me know if I can be of any more assistance. Thanks. Regards, Ben

Hi there, Is there a way to deactivate, rather than delete a contact from a customer record? Thanks in advance! Sarah

Hi Alex, Ive tried to replicate this Issue on my end with no luck. Exporting a Grid with Linked Dropdowns was only displaying the fields it should be displaying for me. Are you able to send a screenshot of the Grid fields pre-export? The fields listed in Step 2 when editing the grid? As much context as you can provide would be hugely ...

Hi Ben,  This error is happening for anyone who access the form. I verified it myself.  Re-generating the HTML is probably a good idea, but at this time Method Support is looking into it for me so I don't want to make any changes until I hear back from them, hopefully later today. I would like them to at least see the ...

Hi Izabela, Usually this error message occurs if the Form is not recognizing the URL making the requests/addition. But what makes this unusual is that the Records are actually inserting correctly. Is this error happening for just one customer? Or can you verify this yourself when you attempt to add data? It might also be worth going through and ...

Hi Paul, What you would be looking for here is to edit the Print Template you are sending to your Customer. You would do this by downloading the REPORT DEISGNER and opening up the Print Template you are trying to edit. The easiest addition to make would be be add a Label on the Tax Line which says "CA TAX" or whatever you would like it ...

My customers are confused by the pdf invoices we sent out as the tax just displays as a line item and just in dollars...no description.  We have Method talking to QB Is this something I edit in Method to get it to say "CA TAX" or whatever where it's supposed to?  Thanks