Method Community

***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 ...

Not a problem, glad I could help out. Jeff

I don't see the vendor tab but in all the settings it looks like it is "visible".  am i missing something?  is the vendor tab hidden by default? thanks,

Hi pookiefeb I've had a look at automating the spell check but I haven't had any luck. Unfortunately, it appears the only way to do it is clicking the ABC spell check button in the Body textbox. Jeff

Hi pookiefeb Unfortunately there isn't a merge function we could use here.  You could probably achieve this through customization but I get the feeling it would be more effort than needed for what is probably only an occassional occurrence. What you could do is create an activity under the lead you want to keep and use it ...