Method Community

I do I sum a column in Report Designer?

This had been the first timeI experienced it and it's been working finesince I re-added the fields

Hi Mahlon Greg asked me to test this and get back to you about my results. I have added the notes field and so far haven't been able to replicate the inability to save/update the notes. Was this the first time you experienced this happening and has it happened since you changed removed and readded the notes field? Jeff

Hi DAllen100 I just need to check a few things before coming back with an answer. The extra information might determine how we approach this.  - How would the customer be logging in to the portal? - Would all contacts for a customer be able to create a sales order or just the main contact?  - Do you want to restrict the ...

Hi Chris, Thanks--definitely on the right track, but see below, from my original message: I tried deleting the ReceivePaymentApplyToTxn records associated with the record then re-syncing with the desktop, but it just won't sync (no error either).

I called and left a message for you.

Hi furrywombat.  QBD Sync doesn't support specifically what you are asking, but you could try doing:  sync the payment (this will be an add) Wait Clear the records in ReceivePaymentAppliedToTxn. Sync the payment again (this time as a mod) Your mileage may vary but please let me know if it does work for you. ...

Hey Greg, Well, for now I'm going to just add an email notification or to-do table to apply the credit memo manually in QuickBooks, which is the only action that appears can NOT be automated with Method. I don't need professional services--in fact, could run circles around them with the hours I've got in working with Method over ...

Hello Mahlon,    I'm getting another person to test this.  I am able to make a change to the note field and have the changes save. On the other hand, I get an error after the data is saved.  I'll need to test it on another account. Greg

Hello Mahlon,    I have word that the public pages will be replacing the web forms.  The documentation is being worked on for the topic of setting up a public page in Method:New. It is currently unavailable.t    Currently in Method:Classic, if a contact puts themselves in twice using a web form, they have a number ...