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Hey, Sorry for the late reply. Had a chance to look at the log and I see on step 8 of 9: you have Default Values assigned for the AssignedTo fields. The default values were set to Nicole, it could not find that because Nicole on the system is is titled: 'Nicole Hull'. As per her User Name under Customize > Users. Head over to step 8 ...

Makes the new version a bit underwelming without the e-mail capacity.   John

The following updates are now live for users of Method.  Fixed issue with editing filter views for existing drop downs. (Ticket #AS-996) Fixed issue with saving screen that have control captions that start with a number. (Ticket #AS-936) Fixed issue with editing series for existing charts. (Ticket #AS-1024) Fixed issue with the lose ...

Hey Afrodite, Here is the SQL Override for Year to Date Amount: SELECT Cast(ROUND(Sum(Amount),2) as decimal(9,2)) FROM viewaccInvoice WHERE viewaccInvoice.Customer = FullName AND viewaccInvoice.TxnDate > cast(year(getdate()) -1 as varchar(4)) + '/12/31' and viewaccInvoice.TxnDate < cast(year(getdate()) + 1 as varchar(4)) + ...

Hey cdvin, This one will be a lot easier for both parties to troubleshoot over a screen share with one of our Support members. Please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll be happy to take a look with you. - Mortaza

Hey Mahlon, I was able to replicate this issue. I have created a ticket for our development team, I'll keep you posted in this thread. - Mortaza

Hey James, As soon as you login? Seems like it is executing a looping action OnScreenLoad. I would start by looking at your OnScreenLoad actions for your Home screen. Verify there are no actions being executed. If you follow these steps and still aren't able to remove the actions, please give us a call on the Method support line at ...

Hey guys, Sorry didn't get a chance to update the thread. Firstly, thanks Fran! That was the exact issue. Callum, I created a copy of your Estimate (Custom) report and fixed the field and repointed your Estimate screen to that report, Estimate (Custom)(MS). I tested and everything looks back to normal. Take a look at it and let me know if ...

I am creating a custom Quickbooks_Estimate screen that allows the user to edit fields in the EstimateLine grid which then recalculate other fields in the grid and update the associated values in the EstimateLine table. I am having an issue with trying to call the "Footer buttons>>Save_Click" action set from the "Text ...

Thank you for the input Fran. I will also look into this very helpful info. Im sure there is a lot I can do with those reports and my next step is to work on them. J In the meantime , I am being asked to have this info available for the other time frames right on the Contact grid screen,  just like I did with the previous sql overide for ...