Method Community

I have been speaking with my Method Acct Rep.  She said that there isn't an actual document for a Sales Order that will convert over to QB if you use QB Online Plus.  I don't really need it to.  I just need a physical copy of a Sales Order, but I want it converted from an Estimate so I don't have to refill everything ...

I have a situation where I want to make sure an email address is entered before the first name. I have some actions on change of first name. I put in this conditional statement, but when I type in an email address and tried to come back to enter a first name, it doesn’t let me enter a value

That did it. Thanks! Can you bring on editable grids this quickly?!!

Hi Mahlon, We just deployed an update to Method New that appears to have resolved this. Test this yourself and let me know the result. The Clear button is still getting cut off a bit so I updated the ticket with this information. -Audisho

Hi Matt, We just deployed an update to Method New that included a fix for this issue. I have tested and verified that this has been resolved. Please test this yourself and post back if you believe this to still be an issue. I hope this helps. -Audisho

Hi Mahlon, Thank you for clarifying. I have created a ticket for our development team to investigate and will post back once this is resolved. If you need a workaround, adding and re-building the Contacts grid manually will allow you to add the Entity field. -Audisho

Try doing it on a copy of the contacts list from the contacts app This is what I'm showing now This is what I have available

Hi Mahlon, It shows fine for me. Are you sure it’s not already added to the grid? -Audisho

Hi Mahlon, Thank you for bringing this to our attention. While you can work around this by assigning the value to an action result as you stated, this is certainly not the intended functionality. As such, I have created a ticket for our development team to investigate. I’ll keep you posted on any updates that I receive via this ...

I have a situation where I want to display Entity on the Contact grid. Doesn't seem to let me do that