Method Community

Matt - Thanks. Those are great ideas!

We often receive advance payments for sales orders that, in QuickBooks, is easy enough to just create an unapplied payment to be applied at a future date (when sales order invoices). However, I cannot seem to make a ReceivePayment entry with no referenced invoice or other transaction that will sync. I get a sync error mentioning that it ...

Sorry, forgot to add the screenshot....

Hi Mahlon, I've tried replicating this but have been unable to. I have a button that loops through a grid on screen and added an Insert Into Table action. The attached screenshot shows this insert action. I have run the screen and edited the Insert action several times without losing the value highlighted in the screenshot.  I'm ...

***resolved***there was no error but it wouldn't let me proceed because there was a space in the name. the "next" button on step 1 of 3 for dropdown wizard doesn't do anything.  i can't move on the step 2. is this an issue with browser (i'm using chrome, but tried firefox as well) or something else? thanks,

Hi Mahlon, We have a ticket in for this and are working on resolving it.  - Adam

Hi Mahlon, Can you give me a bit more information about the button?  What actions are on the button? I've been adding actions to buttons for logging bug reports and haven't run into this. I'm thinking there might be some logic in the action that is causing this, or a specific action. Can you shed some insight into what the ...

Hi pookiefeb I just have a quick few questions for you. Is this for a custom activity screen or the stock screen? How often does it happen? Is there anything in particular you do differently for this to happen?  I did find that when you change the contact on an activity with 'Send an Email' checked and the ...

Hi Grif, I'm going to address your thoughts in order. Creating an Invoice from an Estimate is not something that is allowed through the API. This is why there is no stock functionality for this. As there is in Classic, there is still the option to make a Method-only solution for this. Sales Order are not actually part of the work flow in ...

Hi pookiefeb Have you set the new Estimate template as the Default Print Template? Or is it that you can't set it as the default because it hasn't shown up yet? If you haven't there are a couple of ways to do this. set it yet  Option 1 - If you have Field Services installed you can set the default Estimate and ...