Method Community

Hi Brian, Welcome to the Forums! 1. On Step 3 of 9: make sure you have Campaign as a Selected Field. Now move over to Step 8 of 9: and look for Opportunity - Campaign - to the left click on Edit and in the dropdown choose the Default Value for which Campaign you will be assigning it to. Also make sure it is a hidden field ...

Hey Alex, I followed your replication steps across browsers and in Chrome I was able to replicate the issue, on Firefox it was working how it should. Here is a quick screen capture I did in Firefox. Is advising your client to work in Firefox an option? - Mortaza

Hey Aaron, There are many backend Actions being processed on the Estimate screen. I would start by looking at the OnScreenLoad actions and then head over to the hidden object on screen: 'OnPopUp-Apperance-DONOTSHOW' I'm not sure if you are starting from a new screen, if so - would an option of copying the Estimate screen and ...

Hey, We can do that with Method, I would categorize it under Intermediate to Advanced.  There a few different routes to take. here is one approach working with the Contacts Table: 1) Add a Grid object and attach a Filter to the Grid: (where 'Tag' = to the Tag you have chosen) The Grid now shows the list of your Customers ...

Hey Jonathan, Can you please PM or Email me your Company Account name? Also please turn on MethodSupport User by heading over to Customize > Users checking the radiobox for MethodSupport. This will allow me to login into your account, I can take a look here from my end and report back with what I find out. - Mortaza

Hey Aaron, Sorry for the inconvenience, I'll keep you posted with any updates I receive from them here. - Mortaza

Got news back this is a bug right now on the platform, to confirm are you on QuickBooks Desktop? There is a Ticket in with our developers who are currently working on a fix on the duplicate SalesTaxCode issue. - Mortaza

Hey Aaron, When you add the Dropdown object to the Screen and you move over to Step 4 of 6 this is what I see: I'm going to figure out why it's set to Unique but there are duplicates - I'll report back with what I find out. - Mortaza

Hey Guys, Version 45 is not officially out for general public. Its a dev release, you can take a further look about it HERE.  The channel you guys would need to subscribe to is: 'Dev channel' Most people have just started using Firefox instead until Chrome officially releases Version 45. I would suggest using ...

Hey Matt, Can you please try the same steps and report back if you're still getting the same issue? - Mortaza