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  • Re: Get List from Grid

    Greg - Actually, I don&#39;t believe this would work for multiple lines (I still have to try it out), this is why I was asking to make sure before writing out all my steps. &nbsp;Are you saying you are looking for something similar to my setup, but with more than one record from the grid (Record meaning lines/rows)? &nbsp; Unfortunately,&nbsp;I ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-24-2014
  • Re: Get List from Grid

    Hey Ben, I don&#39;t have checkboxes but I suppose I can add them and default them to checked but just to be quick about it what happens when you&nbsp;check multiple lines. &nbsp;I&#39;m trying to get them a list of all the parts ordered on the screen &nbsp;. I don&#39;t know if you can see the print screen I tried to copy. &nbsp;I don&#39;t ...
    Posted to Method:Classic General Q&A (Forum) by Wavetec on 02-24-2014
  • Method CRM Updates - Feb 24, 2014

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Credit Memo Fixed (#1020) - Fixed the Credit Memo screen where the More actions...&gt;&gt;&gt;Customize Templates&hellip; button was not loading the Preference Report screen. (QBD)
    Posted to Release Notes (Weblog) by Method_Mandeep on 02-24-2014
  • Re: Get List from Grid

    Hi WaveTec,&nbsp; Fran, thanks for your input and suggestions, I would have started with what you suggested also. WaveTec, just to be clear, are you saying that you are attempting to do this with more than one line item at one time, or&nbsp;just catch more than one field value from one&nbsp;line item? &nbsp;I recreated an example of what I ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-24-2014
  • Re: Scheduling Assistant

    For&nbsp;anyone else reading this, Clearview and I discussed this over the phone.
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-24-2014
  • Re: Routing Assistant

    Just for&nbsp;anyone else reading this, Clearview and I discussed this over the phone.
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-24-2014
  • Re: Work Order Sub-Status

    To anyone else reading this, Clearview and I discussed this over the phone.
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-24-2014
  • Re: Get List from Grid

    Thanks for the reply Fran, I&#39;m able to do what you are saying, that&#39;s not my issue. &nbsp;What I need is for it to loop thru the Grid and capture line1, line2, line3, etc. and keep that in an action result so I can put it into an email body. Currently what I get is just line3 or the last line it reads whatever line that is. Here&#39;s ...
    Posted to Method:Classic General Q&A (Forum) by Wavetec on 02-24-2014
  • Re: Location Specific Note field

    To anyone else reading this, Clearview and I discussed this over the phone.
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-24-2014
  • Re: Contact List Import

    Hi Jeffrey, I think its important to separate what a &#39;Contact&quot; is from a Customer or Lead. &nbsp;Are they new or potential customers or simply the additional contact info for already existing customers or leads? I&#39;d recommend going through our Help Center and specifically our Leads section, to get a better understanding of the ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 02-24-2014
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