Method Community

Greetings Method Folks -

We keep on getting the following Message when tying to creat a new Opportunity -yet the field that it is asking to be filled Does Not Exist - therefore we cannotenter any New Opportunities.

Anyone at Method see this before??

'CustomerRef' is required field when saving a record.

Please make sure the field 'CustomerRef' is available on the screen and a value is entered.

Additional Information

Action Sequence Order:4

Please Help! Gracias, Kevin

All Fixed - did not realize we had messied a step in the process - reviewed the recorder webinar and figured it all out!

thanks - Kevin

 Hey Kevin,

This error is showing because Method cannot find a Customer/Vendor that this Opportunity is assigned to. Click on "Clear & New" and fill in all of the required fields. If you entered in a customer it should save fine. If you still get the message, contact your business consultant and they can look into this further.

“CustomerRef” = Customer/Vendor field

Hope this helps!