Method Community

What's showing under the tax column is the name of the tax item and not the actual value.  To find the value you can open the item in Method.  Go to the Quickbooks tab group > Lists tab > Item tab link.  Find the %20 item in the list and open it.  You should see something like this: - Adam

Just to be clear, where are you placing the action to set the shared result?  This should be done on the select link in the popup. - Adam

Hi, For 1.   Yes you will get duplicate numbers in this instance if you allow Method to assign ref numbers.  This is because this number is attached to the RefNumber field which is not unique. If you were to change this number in Quickbooks to a number already in use, you might see an error similar to the following: The best ...

Yes, that's the one.  :)

Hi, To transfer data from a popup to a main screen, you should save the Value from session > "screen active recordID" into a shared result.  This recordID will allow you to access the record brought up in the popup.  You can then use the retrieve value from table action to get the information from the table using the ...

Matt, I read through the above and may have included much more information thatn you really needed.  In your case, to simply add the company name to the email template, you will just need to add Activity.EntityCompanyName (this is the merge field) to you email template.  The actions to replace this field are already included ...

Hi Matt, The activity notifications are sent using actions on the Save buttons.  If you edit the save button and take a look at the actions, you'll see conditional statements that check to see if the user has checked the send  email notification option.  If this is checked, another action set is called that sends the ...

Girf, Another suggestion is to click the "Finish Editing Fields" button for the estimate table and any of the related tables for the screen. - Adam

John M - Thanks for the assist!  :) Grif -  An action sequence error indicates an error with a specific action on the screen.  In your case it is action #1.  You said this happens when you select an estimate, am I safe to assume this is on the select link in the grid of existing estimates (the grid on the left of the screen)? ...

Hi Cara, By customer profile page, do you mean the customer list screen or the edit customer screen? The customer type field is already on the edit customer screen here: I'm going to assume you want this added as a field in the grid on the Customer List screen (the first screen on the Customer tab). To do this, you'll have to copy ...