Method Community

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, ...

When I change it and then click preview I am getting the error "Index was out of range. Must be non-negative and less than the size of the collection. Parameter name:Index." After clicking ok on that I get the error "The following error occured when the script in procedure xrItemPrice.OnBeforePrint:Conversion from string ...

Hi Mahlon, We published an update to the activities app yesterday that corrected this issue. The conditional statement now checks the FollowUpActivityStatus field, as it should, instead of the label. I hope this helps. -Audisho

Hi Mahlon, We published an update to the opportunities app yesterday that resolved this issue. All opportunities, including closed ones, will now be displayed in the app ribbon. I hope this helps. -Audisho

Hello Beta Crew, In this week’s 2nd release we’ve made several fixes. Summary We’ve fixed several issues throughout the platform. Details and bug fixes Soft launch and Donor prep. (tickets #PL-841, #PL-120, #PL-843) Improved Invite User screen. (ticket #PL-719) Fixed issue creating App Ribbons. (ticket ...

Hi Conner, Use the format string “{0:€0.00}” to force euro as the currency symbol. This format string uses whatever symbol you include as the currency symbol and formats the number to 2 decimal places. I hope this helps. -Audisho

Hi, I have a database that needs to display Euros at all times. I have gone into the customize tab and changed the default currency symbol in display to EUR. However, my forms are still showing $. I have looked at the formatstring of the fields in report designer but I do not see other currency symbol options. I know that c2 will change the ...

Hi Conner, The master and detail tables for a report are selected when you create it. After creating your report, these cannot be changed. You will need to “start from scratch” or modify the stock sales order report in order to build your own. This is similar to screens in Method, where you can’t simply copy and modify your ...