Method Community

[quote user="dottie"]I changed the tab name as you mentioned to just customers instead of customers and jobs and the now the it is working[/quote] Sounds good!  Normally changing the tab name wouldn't create a problem but in this case it's causing some actions to break.  If you change the tab name in other ...

Hi jeremy, I was considering the best way for you to do this and I think using the opportunity name field for this information would be best.  I'm going to do the customization on my account today and give you a step by step before end of day.  To achieve this task I'll be doing the following: Use a retrieve value from table ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Customer Improved (#3726) - if something goes wrong when fetching documents from SmartVault, we now provide a message detailing what the response is from SmartVault. (QBD) Cheers, Danny

@Loren - I'm not a coder by any means but if you're goal is just to import/export, how about using out import/export tool?  It is build right into Method.  You can check it out here.   http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&article=Import-%2f-Export&id=189 If you are looking for a way ...

hello jeremy, Those numbers are actually RecordID numbers auto-populated by Method CRM so you're not going to be able to change those.  What you could do is add a custom field to the Opportunity table and use that for display instead of the RecordID column we're currently using.  I'll post a little more detail on this change ...

[quote user="dottie"]I also wanted to ask about the insert job number button that is underneath the insert job number box.  What is the purpose of this button?[/quote] Good question and I apologize for not giving a better explanation on why I had you do this.  What I did with that button is isolated my set of actions that ...

I just wanted to let you know that normally we don't go into this much detail in terms of actions and exact step by step solutions via the forums.  I can point you in the right direction but if you needed step by step help with specific actions then you may want to consider hiring a consultant.  Our consultants can provide ...

[quote user="dottie"]I did it and unfortunatley I am still receiving the same error.[/quote] The only solution I have for you right now is to change the tab name back to what it was, Customers.  I'm not sure what the issue is but it looks like changing that tab name is a problem.  I'll dig into this deeper ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Fixed (#3742) - spelling mistake when converting a lead into a customer.  Oops! (QBD & QBO) Cheers, Danny

[quote user="dottie"]Any reason why this may be happening?[/quote] Dottie, I suspect you're getting this message because you removed the Invoices tab link from your Customer and Jobs tab.  To add this back and correct the problem follow these steps: Click Customize > Tabs and click Edit Tab Links... beside ...