Method Community

Thanks as always Mortaza!  I could not do it exactly that way, because I have my field service tab in my CRM tab group so that I don't need to switch back and forth all the time.   I added two text fields to the ActivityStatus table.  "TabsThatUse" and "UsersThatUse". I then added them to the screen as you ...

Greetings, I use business class AT&T. The speed has increased when they went to Amazon. This is in California 

Hey Jason,  Those fields are pulled straight from QuickBooks. You should be able to modify them under 'Company Information' in your QuickBooks file. After modifying the fields, execute a Sync. Try that and follow up if it's still displaying incorrectly. -- Mortaza

First and foremost we need to get our estimate and invoice templates right. For some reason our street address appears in the Company.AddressCity field, and the Company.AddressAddr1 field is empty. I cannot find the field where the city is located. Are these fields pulled from QuickBooks? If they are Method-specific, where can I edit them? This ...

I have a scenario where I'm updating a value in a field on the screen from a shared result, then calling the actions from that field. It seems like my call another action set processes before the field on the screen gets updated. See my action set below. I have run into this before and usually manged to work around it.

Hey Alex, I have opened a Support case (#16089). Updated the case with all the details, a member from Support should be in touch ASAP. -- Mortaza

Hey Mahlon, I have created a ticket for our development team to take a look. I'll update this thread when I hear back from the team. -- Mortaza

Hey Mahlon, It's actively being worked on, I will update this thread once I get news the update has been released. -- Mortaza

Hi, When I tried to copy my customized screen to another, it always throws me an error: An error has occurred. An email has been sent to Method staff. If this problem persists, please contact the Method Team at method@methodintegration.com.  Even I can see that newly created screen on my screen list, all the actions of buttons are ...

Hey Maureen, This should be a better solution: > First start by adding a Text field to the ActivityStatus Table, in my example I call it: 'UserAccess' > Now Customize the 'New / Edit Activity Statuses' (ActivityStatusList) screen and add that field onto the screen (I changed caption to make it easier to ...