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Hey Robert, If you look at the stock Estimate screen under More Actions you will see listed 'Create Sales Order' You can reverse-engineer the Action Set for that button and use its actions (modified) to create a Copy Sales Order button for your Sales Order screen. Let me know if you run into any difficulties and we can dive deeper. - ...

Hello, I'd like to customize Activities in this manner because we often forget to change the due date to today's date when completing an item that is past due. Can you provide direction to make this change on that screen? Many thanks, Lisa

The following App updates are now live for users of Method.  Donations App New! Report: You can now generate a Donor & Donations Annual Summary by going to the Reports screen (accessible from the Dashboard) of the Donations app. Contacts App Addressed an issue with wrong information being saved on the New Contact screen when ...

Hi Meghan, I'm going to forward this to our development team. Its possible we've already accounted for this, but I want to make sure. Thanks! - Mortaza

Hey Maureen, I believe you already have a row for check boxes in your Activity Grid so we skip that step. Now add a Button to the screen (e.g. 'Delete Selected'): - Loop Through Grid (Activity) (NOTE: ONLY CHECKED ROWS is crucial here) - Now in the loop add a 'Delete Record From Table' This is my full Action ...

Hey Alex, Please also send me the Sync Engine log: > Go to your Method Integration Engine client and under "help" enable the options "Continue On Error" and "Trace for troubleshooting". At this point run a sync. > Once the sync completes, there will be a log generated. If you are using Windows XP, the Engine ...

Hey Sarah, What you want listed on the Grid is the main customer per record, instead of the customers with all the related contacts. I hope I understood correctly. You can do this by adjusting the filter for the grid. Customize the Customers and Contacts List screen (CRM_CustomerList) and Edit the Contacts Grid. Head over to Step 3 of 9: ...

I need a general idea of how to approach creating a function button on our sales order screen.  The function will copy the current SalesOrder row and its related SalesOrderLine rows into a new Sales Order with a few changed values on the new SalesOrder, such as setting "waiting for sync = true".  Once the new ...

The following was a notice sent to me by Authorize.net.  I don't know the mechanics behind how Method communicates with Authorize... but since our company uses Authorize.net with Method,  I wanted to be sure that everything would still work after September 21st. Security Certificate Upgrades ...

I have a customized Activities List screen that I copied over from Field Services and then made some changes to so that I could select multiple activies and have the "Update Selected" tab to change a group of activities at one time.  I would like to add an option to be able to "delete selected activities" so I can get ...