Method Community

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

Hi guys,  Any help with this would be super appreciated.  We've been using a web to customer on our site since August now. It's been working fine, but just yesterday it stopped working.  When the customer submits their info, it takes them to an error page at the following ...

I want to do a simple report or grid with the following columns: Customer name YTD sales Marketing expenses Marketing expenses as a % of YTD sales (a calculated field) Note that marketing expenses are a single item in the Items table (in the "Discounts" category). Anyway, we have some old Method report screens with ...

Hi again, Another option to consider if you find yourself needing Windows based software would be to look into a program called Paralells. This is Software you install on your Mac, which allows you to install a Windows Operating system in a closed off section of your Mac. Just a thought. As for your Inserting Record Issue, I noticed that youve ...

Thanks so much for the quick reply. We'll figure out a way to do it - might be something to look at adapting in the future! In an unrelated question, I could use a little help with an error message. Every time I try to enter a new contact/donor, I've been getting the following message: The Click event for Save failed to ...

Ben - Outstanding! That answered my question. Thanks. This issue is closed.

Hi Jim, To Answer your question "What goes in the 'Name' field when importing new leads, Company Name or Lead (Person) Name?"  The name field can contain either of these values. The current way you are Importing works perfectly fine. The Name field is actually not the uniquely identifying field in either the Customers ...