Method Community

Hello, I am using Method Classic CRM and finally realized that the information I am supposed to be able to access is mostly on the Quickbooks side to be accessed by the "Lists" tab I have tried numerous times to access the tab but even after waiting an hour for it to load it never does.  I can see everything on the CRM side as well ...

Hey John, I see from the log the Web-Form was created by Thomas Ro, has his account been changed recently? Lost API access, moved to Inactive? - Mortaza

Hi Conner, Go into the Advanced Screen Properties and add an OnScreenLoad Action 'show/hide field/object' that hides the label, for the Options choose Always Hide. For the Checkbox add a Click Action 'show/hide field/object' for Field/Object choose the label and Options choose Toggle. - Mortaza

Hey Lex, Head over to Customize > Tabs > Edit Tab Links... beside the Tab you wanted. For Credit Memo you would choose Edit Tab Links... to the right of Customers. In the Tab Links pop-up you can just click on the checkmark to show or hide. - Mortaza

I have followed the directions and updated the EAC. It may take some time to resolve. In the mean time, I did some additional research and found a forum suggesting I change the server settings to "XXXXXXX-com.mail.eo.outlook.com" and use an non-SSL connection. I made the associated changes and the email went through. The server settings ...

Hey Lex, There is no way you can choose multiple options from a drop down.  You can however, add multiple drop downs to the screen that is pulling the same field.  There is also the option of creating a detail table, for example take a look at the Invoice and LineItems and how you can add multiple Items. - Mortaza

I have a checkbox on my screen that once selected, I want to unhide a label field. I have both fields located on the screen (and the label field selected as hidden when screen first loads), and under the checkbox action screen I have chosen the Show/Hide Field/Object action to toggle the label field. However, this does not work so I must be ...

Hey Chris, From what it looks like it is blocking the relay for the Reminder emails. create an Allow list of all of Methods mail server IP addresses (I have emailed you the IPs we use). HERE is how to complete that Allow list, scroll down to - Use the EAC to edit the default connection filter policy. - Mortaza

Hey Conner, From what I understood you want the grid to show: Company 1 - Contact 1 Company 1 - Contact 2 Company 2 - Contact 1 If I am correct you can achieve this by adding the CompanyName field to the grid. Also on Step 4 of the Grid Wizard you will want to Sort first by CompanyName (A to Z). - Mortaza

Hi again, I have noticed that when I am in both the leads list and customers/contacts list, the grid shows all contacts for all companies. Is there a way to easily sort so that it just shows the companies? (For example COMPANY 1 has contact 1, 2 and 3. All 3 of these are seperate entries in the grid. I want to just view COMPANY 1 as 1 grid ...