Method Community

I'm m hoping macro is the right term for this..  One frustration I have with method customization is making buttons,  etc. That do the same thing on different screens. It's great to be able to call an action set from elsewhere on a screen. However,  it would save a lot of time and possibly troubleshooting if we could ...

Hey Karrena, If you want me to be specific for the field you created, let me know the field and table you added it to. For my example I will add a new field to Contacts table: "Age" Now in the CRM_CustomerList screen, I will customize the screen and add the field to the Grid. First let's Edit the Grid: Head over to Step 2 of ...

Still waiting for your reply on this. To be clear, I don't want this data to appear in dropdown format on View Contact. I only want to display it.

Hey Antonio, There is no feature that lets Users decide which platform to send notifications to.  The only way currently to have notifications open in Method:Classic is to switch your Platform Toggle back to “Classic” and remove access for Method:New (which is handled by your Account Manager). -- Mortaza

Hey Greg, This can be accomplished via customization. But I have put in a feature request to have this ability in stock Method:New out-of-the-box. I'll update our thread as soon as I hear back. -- Mortaza

Hey Tami, As this will have sensitive information, we'll take it off the Forums - I have created a Support case for you. As soon as a member from Support is available they will reach out and troubleshoot the error over a screen share. I have noted down all the information you have given us here and updated the case notes with that ...

Weird. The stock Sales Order screen has the same problem. There is definitely a longer delay in the sales tax and order total routine than before. Estimates and Invoices don't seem to have this problem but Sales Orders do. Click 'Save' on the stock Sales Order screen and watch the Sales Tax zero out and the order total amount ...

I am having trouble processing payments. I was told by an agent at psigate, 'In order to process your transactions ‎as Sales instead of PreAuths, the software that sends PSiGate the transaction request must set the 'CardAction' tag value  to '0' instead of '1' as it is set to currently' How can I ...

Nevermind. I do notice the tax update routine is slower but I guess I'll just do the standard post save queries to update the screen values like order total, tax, subtotal etc. 

Recently I noticed that when I save a sales order for customers that are charged sales tax, the sales tax is not calculated/not updated for a moment. But if I refresh the record (by selecting it again in the sales order grid), the tax is once again calculated and showed correctly. Has Sales Order tax calculation always been an asynchronous ...