Method Community

Hi Mahlon, If you haven't already, please give us a call so we can take a look at this with you and create a ticket as appropriate. - Justin

Hi Allison, Which action are you using to point to the screen? Are you using a Go To Tablink action, or perhaps an Open Screen In Popup action? Is there a tablink under your New Tab for the Document screen(s) you would like to use? Let me know. - Justin

Hi mholden, Because of the way that Contacts/Customers sync with QuickBooks, we cannot switch the (Main) "Contact" designation from one Contact to another. You could create a screen or button to automate the info swapping, however. Hope this helps. - Justin

Hi Beth, Have your client give our support line a call at 1.888.925.6238 x.2 and we'll take a look with her. - Justin

Hi sbonner, We currently have a ticket in with our development team regarding this. What's the behaviour when your changed lines sync over to QuickBooks, are they committed or do they create a conflict under QuickBooks > Resolve Conflicts? I'll keep you updated on that ticket through this forum post. Let me know. - Justin

Hi Mario, What exactly are you trying to show to your grantees (Vendors)? Give me an idea of what you want them to see, and what you want it to look like. What types of transactions do you use for Customers/Donations vs Vendors/Grants? Have you used your free consulting hour? If not, it might be a good idea for you to speak with a member of our ...

Hi Mike, I see that Sales has created a case for this. A member of the team will reach out. - Justin

Hi bergyver, We have a ticket open with our development team for the issue with your list of reports being blank. I'll post back here and keep you updated on that. For your issue logging in to the Report Designer, are you still experiencing it? If so, give us a call at 1.888.925.6238 x.2 and we'll take a look with you. - Justin

Hi Maureen, You could create a custom screen to loop through your Activity table and delete all records where ActivityStatus = 'Cancelled'. You would have to be careful, as an error in the customization could lead to unwanted loss of data. Backing up your Activity table first using the Import / Export Tool would be recommended. Let ...

Hi Jonathan, 1. This really depends on how you want the "notification" to exist. If you just want to send an email to finance@yourdomain.net, then you could use the Send Email action to send an email to that address notifying of a new lead with an order. You could also create a user (one that can't sign in, since you don't ...