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  • Could not run the Go To Tab Link Command

    Hello, When copying the CRM Activity List screen in order to edit it and add more fields&nbsp;the copied screen comes with a deleted link and Go To link does not work. Why does this happen and how can I prevent it? Thanks,
    Posted to Method:Classic General Q&A (Forum) by Marco on 03-13-2015
  • Re: Change Balance Currency

    Hi Justin, Its extra 0 before the decimal. So instead of 3.85million (3850000), it becomes 38.5million (38500000). Thank you
    Posted to Method:Classic General Q&A (Forum) by Jonathan on 03-12-2015
  • Re: Issues since one-sign in

    Hi Justin, &nbsp; I just had a customer call me with this issue as well whereby her day is filled with 15+ messages that she has been timed out and when she goes back to log in - it tells her that she is already logged in, then in order to deal with it, she has to Log Out completely and log back in. &nbsp; These issues started with the new ...
    Posted to Method Beta General Q & A (Forum) by Beth Heffernan on 03-12-2015
  • Hybrid Portal?

    We are a charitable nonprofit organization.&nbsp; One of our programs involves receiving money from donors and then turning around and giving money to grantees.&nbsp; Our donors are &quot;Customers&quot; in QuickBooks and Method, and our grantees are &quot;Vendors&quot;.&nbsp; We are looking to expand this program, but we need a way for our ...
    Posted to Method:Classic General Q&A (Forum) by MarioHerbst on 03-12-2015
  • Re: Sales Rep Email in QuickBooks

    Hi Josh, I was able to add Email to my SalesRep table as a custom text field, click Finished Editing Fields and then go back into the table, where there is no option to Delete the field. I believe this is a custom field you have in Method, so it won&#39;t sync to QuickBooks either way. If this is a custom field that you have added, and want to ...
    Posted to Method:Classic General Q&A (Forum) by Method_Justin on 03-12-2015
  • Re: Portal problems

    Hi Mike, Try using a Show Message action at the end of your onScreenLoad event to show the value directly from Session- Portal- Entity FullName. Also try showing the values from your Action Results in Show Message actions here. This can help you narrow down where the issue is, whether it&#39;s not pulling values from the Session or if it&#39;s ...
    Posted to Method:Classic General Q&A (Forum) by Method_Justin on 03-12-2015
  • Re: Leads > Finance(QB) > Sales method best practices

    Hi Jonathan, 1. I&#39;m not sure I quite understand what you want to do here. What&#39;s the event that determines a sale? Do your Customers order directly from your reps over the phone, or is there some kind of online system? If your Sales team is logging an activity for interaction with a customer, you could have a&nbsp;checkbox on the screen ...
    Posted to Method:Classic General Q&A (Forum) by Method_Justin on 03-12-2015
  • Re: Sales Rep Email in QuickBooks

    Josh, Sales Reps are linked to Users and that is how you get the email address. In Users, you can link that user to a Rep via initals. User does not need to be an active user.
    Posted to Method:Classic General Q&A (Forum) by fran on 03-12-2015
  • Re: Change Balance Currency

    Hi Jonathan, To clarify, are you getting an extra 0&nbsp;before&nbsp;the decimal, or only&nbsp;after the decimal? Let me know. - Justin
    Posted to Method:Classic General Q&A (Forum) by Method_Justin on 03-12-2015
  • Re: Action Sequence 26 Error

    Hi Chris, If you&#39;re calling another action set, why not try triggering that action set directly? Click on your&nbsp;Save&nbsp;button and take a look at the number in the error you get, then check your Save button&#39;s action set for that action. If you don&#39;t get an error with your Save button, then it&#39;s safe to rule that out in your ...
    Posted to Method:Classic General Q&A (Forum) by Method_Justin on 03-12-2015
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