Method Community

Hi Jonathan, This logic already exists on the New Opportunity… button under the Opportunities tab on the stock Edit Customer screen. I suggest you have a look at this action set and simply copy it. It’s worth noting that opportunities are assigned to contacts, not customers, so I believe the main contact will be selected by ...

Hi Bob, Unfortunately, the portal relies on the email address of the contact in Method when registering users in order to connect them with the correct customer information. Navigate to Customize > Portals and select Edit… on your portal. Based on the information on Step 1, you have a couple of options here. 1) Customize a screen so ...

Hi Jonathan, I’m not sure how you were able to link the ReceivePayment.TxnDate field to the Invoice table, but this relationship doesn’t really make sense. The relationship between invoices and receive payment applied lines is one to many, so there’s no way to specify which of these lines the value in the invoice table would be ...

After testing it out further, the error only occurs when i add € to the EstimateLine.calcAmount column. I have also tried EstimateLine.Amount in this area too. I went into the script for estimateline.calctotalamount and clicked the default script button and it seems to work now. Not sure what I did, but I am no longer getting the ...

Hey, to answer your questions: I am customizing the stock estimate report, and I am not running any scripts that I know of. The data I am applying this to is the estimateline.rate, estimateline.amount, and estimateline.totalamount. I know it has to do with this because when I change it back from €0.00 to $0.00 it ...

Hi Conner, I’ve tested this myself and it works fine for me. Allow me to ask a few questions for clarification. Are you customizing a stock report or building your own from scratch?  Are you running any custom scripts on the report?  What data type is the field you are trying to apply this to?  I’m unable to ...

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Hi Method, I would like to create an opportunity screen that automatically choose the customer name same as active customer screen. The New Opportunity button is located at ViewCustomer screen. I'm having difficulties in creating the logic to make the NewOpportunity screen automatically load the same customer name. Do you have ideas how to ...

Hi Audisho, I'm building a screen which consist of grid. So what I did is just displaying the table. Please see the screenshot below, So this is the table that I would like to achieve. Whenever the paid is Yes there should be payment made, input from QB desktop. But right now the payment date is not showing the data. Below is the ...

Hello. When my customer's try to register to use the customer portal, they receive the following message: "Your email address was located, however it was located multiple times. You may want to try the 'Contact Us' option and explain that you have multiple accounts setup based on your email address." In Quickbooks, ...