Method Community

For your new view is that the only filter property that you use? Here is a picture of what my view looks like http://imgur.com/aCxVp7h , However this did not work. I am not sure which "Contact" to make specialtype equal to, is it a field from the screen, session, or shared? Conner

Hey Conner, As I reread your thread, my original reply did not answer your request. You wanted a 1-to-1 main contact to company per line, thus having as you stated one company/grid line. This can be done by adding a new Filter on Step 3 of 9 of the Grid Wizard. I created a new View Name, I then added from the ...

Hello, From what I understand within the Tab Group: QuickBooks when you try to access the Tab, List it does not pull up. That does sound like a permission issue. Advice the Admin to head over to Customize > Tabs > then click on 'Edit Tab Links...' to the right of Lists. On that pop-up they will have access to see which ...

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 ...