Method Community

Hey Don, A possibility, that I haven't tested on my end, you can try to add a button on the Work Order Screen and use the 'Call Another Action Set' action to call the Email Action Set from the Work Order List screen. Give that a shot and follow up. -- Mortaza

Hey Tami, I have taken a look at your case, by the way it's (#15567) a Support member has contacted you and has opened a ticket with our development team to take a look. He is waiting to hear back from our development team to give you another call with an update.  I'll also keep can eye on the ticket for any ...

Hey Don, It shouldn't be an issue, but it depends on the control flow. For example, before Field 5 can be calculated Fields 1-4 cannot be empty and must have integers. Make sure Field 5 gets calculated at the end after all the other fields are finished being calculated.  Even try to add a button for testing purposes ...

Hi guys, Does anyone having an issue with the transaction table on Customer Screen? I did nothing to the screen and its always Error Reading Grid now. I've checked the Grid and nothing is wrong.. Anyone can help? Thanks.

Thank you for youre timly response. But I think i need a step by step on how to do this for what im trying to accomplish .Im kind of new to customizing. the example almost helped. it seems like it would be a easy cusomize but im stuck on the vaues and parameters of what to put. A visual example of  one would be helpful. and thanks again

I'm trying to create a button to send the workorder from the workorder screen, not from the workorder list.  I cannot get the fields to load into the work order template and the port url for the portal won't work.  Does anyone have any advice on this?

What do I have to do to get an update on this case?  The case # is 15667.  The gentelmen that is handling the case has not responded to any of my inquiries, neither has my account manager.  Can someone please help? Tami

Unfortunately, that did not work.  With the fields marked 1,2,3,4, they are already a calculated field of the time difference in the two fields above each respectively. Does that make a difference for the adding of the fields?

Hey, You can complete in three 'Basic Math Calculation' actions. - 1) Field1+Field2 = ActionResult1 - 2) Field3+Field4 = ActionResult2 - 3) ActionResult1+ActionResult2 = ActionResultFinal And lastly an Update Field On Screen: update 5th field with ActionResultFinal. Give that a shot and see if it works for ...

Wanted to add, it's also best practice to backup the QuickBooks file in the case of anything happening. -- Mortaza