Method Community

Hi John- Try editing the screen and clicking Publish to republish it and then test it again. If the issue still exists let me know and I will create a ticket for it. -Michael

JKM@SA- Thanks for confirming that. I will update this post when the issue is resolved. -Michael

JKM@SA- Do you happen to be using Chrome? We came across an issue where dragging fields was not working as it should when customizing screens in certain situations, using IE or Firefox should get you around this issue while our dev.team works to resolve this. If you are not using Chrome can you give us some more details? What browser are ...

JKM@SA- Another possible scenario is that if you may have deleted an occurance instead of the series or you deleted the series but the already modified occurances were left behind.(The RecurrenceType field will display the type of Work Order) The only other thing I can suggest is scheduling some paid consulting time to go over this. -Michael

Hi Gary- If you use the Estimate(Custom) template to print estimates this functionality is built into it. [quote user="GaryK"]The Group is set in QB to no print items.  Does that mean that Method does not follow what that setting is in QB?[/quote] Method does follow this setting based on the item that is selected but this is set ...

mlepitt- I tested it and it seems to be working fine.  Edit the QuickBooks_Invoice screen and take a look at the action in the Print Selected Event for the Print... button in the Existing Invoices section. It uses what I suggested to make a list of RecordID to generate a report. You can use that same concept and generate a list of ...

smohyee- What is the 'Due On' set for these activities? If the 'Due On' date is either today or earlier then today and the status is not cancelled or complete it should show up in this list if thats not the case, can you enable MethodSupport(Customize  > Users) and email me your account name and I will take a ...

mlepitt- The Show Message action doesn't quite work when used in a loop, in a situation like this if you want to see what a loop is actually looping through I would create an action result before the start of the loop and as the loop loops append the new value to the intial action result( ActionResult = NewValue +(Join) ActionResult) and use ...

smohyee- [quote user="smohyee"]1. For my custom tab, if I just name the link of the CRM_NewActivity screen after one of the links in your default tab, ie "Log Call" or "New Task", then the hidden button progrmaming will kick in automatically and turn it into the screen I want[/quote] You got it! [quote ...

smohyee- The CRM_NewActivity ('Log Call') screens presets are setup based on the Tab Link name. When the screen loads it calls a hidden button in the Header section called OnLoadApperance-DONOTSHOW which based on the currently selected tab link sets up the screen with its presets. If you were to add to this button you can ...