Method Community

Mark- Read Only fields should render the HTML. There may be some tags that aren't white listed and that could be the reason they aren't being rendered. We currently have an active ticket for this. -Michael

pdirect- What screen is this happening on? If its a customized screen on the non-customized version of the screen does the same thing happen? -Michael

mlepitt- I added the BuildAssemblyLineItem as an attached grid to the screen and after saving my Build Assembly and reselecting the Assembly it populates the grid. One thing that I would would suggest is changing the Save All Sections to a Save Section and save the Add/Edit Build Assembly section in the Save button as well as add a refresh ...

mwishon- If you upload the image into a File Attachment field in the table it will show up in the grid as an image(Or PDF/Word/Excel icon). Take a look at the Documents section when editing an Opportunity. I tested putting HTML image tags into the grid to show an external image but currently its not supported but I can create a suggestion ticket ...

Hi John- I was able to duplicate this issue and created a ticket for it. I will update this post once it is resolved, or if I have any updated info. -Michael

pdirect- I think I know what is happening here, when you add a line item in the sales order, Method is using the Tax Code for the Item and not the tax code for the customer. In QuickBooks when you select an item it uses the Tax Code of the Customer and prompts you about changing it to the tax code of the item instead. I will look into this ...

Hi Emily- In the Credit Card Processing action it lets you set a City for the customer, you would have to customize the screen and add a city field and update the action to make use of that field. Those error messages come straight from the credit card processor method just returns it. -Michael

Shawn- Let me look into this and get back to you. -Michael

Blake C- This functionality doesn't currently exist but its pretty easy to add. One way of doing this would be to enable Checkboxes on the EstimateLine grid, and on the Create / Go To Work Order button(Which in this case would now just be a Create Work Order button) use the existing actions as a template but instead of looping through ...

smohyee- I would make sure that the Transactions History is set to All to make sure all transactions come over (This is found under QuickBooks > Synchronize) and then I would try a Full Sync by going to Synchronize > Full Synchronization in the Method Integration engine (While logged in with an admin account) [quote ...