Method Community

No, we are just entering one record and I have a save and close button.  It saves the section and closes the window.  At all times they see the customer filled in, but when they save & close, it doesn't actually save that one particular field.

When I export, you can clearly see that some of the records are missing the customer name, though I saw first hand it was filled in on entry.  So, it does save a record each time, but ~25% of the time it doesn't save the customer.  It is a drop down field based on customer which auto fills in due to going to the screen as a child of ...

I figured out why this is happening.  I made this screen a pop-up that says it is a child of the screen it is coming from.  What is happening is that even though the customer name is filling in, it isn't linking to the customer database.  So, the records are saving, but not affiliated to any customer.  This is not the first ...

I created a new table in which we input customer information where we may enter multiple records related to the customer.  I am finding that sometimes it won't save.  We can have multiple users try and it will not save the new record, but then as Admin it appears to always work.  But, for those same users it does work sometimes. ...

I am having an issue with a custom field saving in Item Receipt Line Items.  I go to the item receipt, enter the required information, select a PO and pull the line items from the PO.  The PO may have serial numbers already entered in them as Quickbooks "Other1" for the line.  If so, it carries it over to the Item ...

Michael -   I have done everything I can think of and I have not been successful looping through records.  Another scenario I have tried is to make a dashboard view that tells me the sale for today.  I noticed later that you have that button/link on the default home page to do exactly that, but it has no actions atrributed to it ...

Michael -   What I found is that Method was unable to prevent you from trying to build an assembly that doesn't have enough parts to build, therefore it wouldn't populate line items/sync with QB.  We would really like to see the list of items and available QTY before building and a QTY can build at the top of the form.  ...

Here is what I figured out.  Our engineering team had made adjustments to the Authorize.Net settings in order to sell a few select items online.  I couldn't find where I could state anything was required, but their tech support directed me to log in, go to Account -> Payment Form and there you control what is required or not (I ...

Michael  -   I am confused why you say you support Authorize.Net when it keeps requiring more information.  I have reviewed the settings online with Authorize.Net and I can't find where to not look at those fields.  Do you have any suggestions how I can make this work?  Either with Method or ...

Ok, I have done that and also needed to add Billing State.  So now I get a message the the phone is required, yet in the CC processing action, there is no call for the Phone number.