Method Community

Hi Alex, Shared results can be kind of difficult if not used correctly. You need to make sure that you are clearing / re-initializing them once you are done with the stored value. This usually means setting them to a blank string. You mentioned that this is occurring on some of your stock screens. What is the issue that leads you to believe this ...

Hi Fran, Thanks for your reply, this is what I would have recommended as well. I will add a couple of notes, just to be more specific. msfeld, the activity screen that Fran is recommending you customize is the CRM_ActivityList screen since it already contains a grid with the list of activities. This way you can add a checkbox to the grid and use ...

Hi Alex, Just like any digital data, sometimes the data that comprises your screen can become corrupt. Usually simply re-publishing the screen or generating a copy will resolve the issue. In your case, since you did not make any changes to the screen and copying it resolved the issue, I am assuming that this is what happened. -Audisho

Hi Mario, While the VendorTaxIdent field is listed as 10 characters in the table, it appears to accept up to 15 characters on the vendor screen in Method. I was able to manually input an SSN format xxx-xx-xxxx and it synced over to QuickBooks (QB) fine. I then exported the vendor and tried to re-import it. Sure enough, I received the same error ...

Hi Alex, Copying a screen causes it to be regenerated. It would appear that your screen had become corrupt and using the regenerated copy fixed the issue. I’m glad to hear that you were able to resolve this. -Audisho

Hi Mario, Each transaction is stored in its own table. Invoices are stored in the Invoice table, sales orders are stored in the SalesOrder table, estimates are stores in the Estimate table etc. Additionally, the line items for these transactions are stored in their own table since the transaction to line item relationship is one to many. There ...

Hi Mario, This is certainly doable however, I don’t know that I would recommend it. Once you have all of this non-posted data in Method, you’ll need to be very careful when making changes to keep this data separate. When importing your customers, I would not recommend importing them as leads. Some of these customers will already ...

[quote user="mholden"] ok.  watched the videos.  very helpful! however, i am not seeing my report in the report section.  I created a report on the "entity" table.  Should i be able to see that under leads and customers?  since there is no lead or customer table i don't know how to get my report ...

Hi Alex, One of our partners recently ran into this issue. Here is what resolved it. [quote user="Matt"]If that doesn't work, check the names of your sections. I just had this happen and it turns out that one of my sections got renamed when copying the screen and one of the screen load actions called another action that shows or ...

Hi scottaskinosie, The free hour is offered on a per customer basis not a per account basis. If you have already used your free hour previously, we cannot offer you another free hour for the new account. If you have not used your free hour or you are willing pay the hourly rate to have our professional services team perform this for you, please ...