Method Community

Awesome!  That worked,  still not out of the woods yet.....Now I am getting an error message on the screen that reads:   Error inserting new record into grid Additional information Please select a record so the record for the child grid may be added   We are still needed to log in and out for each ...

Hi Guy, Can you confirm that you have the Field Services app installed in your Method account? Can you also post or link to a screenshot of the linked field options you have in the Activity table? (you can use a free image hosting site such as imgur.com) For example, this is what I have: -Russell

Hi Sandra, This depends on how your Invoice screen was customized, but I can reproduce a similar issue with the default Invoice screen. The Account field is required, and the actions called by the Customer dropdown assume that the Account field has a value. For example, when you clear the Account filed and select a Customer in the default ...

Yes we do have Method CRM Pro. I did what you said went to Customize > Tables/Fields > Activity. Select "Add a Linked Field", but there is no Link to CustomerEquipment in the drop down box. Also went to field service Customize > Tables/Fields > Activity. Select "Add a Linked Field", but there is no Link to ...

Hi Dave & John, John, thanks for the post. Dave, was this able to resolve your issue? -Russell

That is a big help.  One step closer.  Now the question is how to filter by invoice.txndate field.  I had assumed that the filters were determined by the fields on the reports but it looks like they are set up on the screen.  Is there a simple way to convert the next action filter to transaction date?  Or do I have to ...

I have some invoices with multiple taxes which won't post to Quickbooks. I'm getting this error trying to export the tax line item: QuickBooks returned an error when adding/modifying a accInvoice record. The error was: The "line item rate/ratepercent" field has an invalid value "You cannot set the the rate for the given ...

Hi Robert, You could add the Other1 field to the grid, but since this field is a text type, it would not be a dropdown. If you wanted to use a dropdown, then you would have to add a new dropdown field to the SalesOrderLine table. Next, you would make a copy of the sales order screen (QuickBooks_SalesOrder) so that you can edit it, if you ...

Hi Guy, CustomerEquipment is a table from the Field Services app (available with Method CRM Pro only), do you have this app installed? If you have a Pro account, you can install the Field Services app through Customize > My Account. Please see ...

Hi Retrotel, Thanks for the clarification. You are correct, on the CRM_CustomerReports screen, the reports in the dropdown are filtered to show those with Contacts as the MasterTable. You could copy that screen and remove the filter from the dropdown, or you could generate the report in another way, such as a button which creates ...