Method Community

Hey Andy, When a copy and paste takes place some amount of formatting will be carried over, and Method will try to translate that into HTML. The best practice is to click on on the  button to do a Plain Text paste. Alternatively, on a Mac you can paste and match formatting by using the keyboard shortcut ...

Hey sbradley, I've tested this with rows and it does work, but there are a few things to consider: 1) Ensure you are using "==" and not "=" to compare. i.e. IsNullOrEmpty([Item])==True 2) Also once you are finished editing the formatting rule it must be added to the Formatting Rule Editor List ...

Hey Ben, Screen designer works best on IE, however, it will still work on other browsers. You should try clearing the Chrome history/cache as we're aware of some strange behaviour using Chrome at times. In Screen designer you can also right-click anywhere to reload the designer, which sometimes helps as well. Sam

Hey Rolf, Unfortunately, Method does not allow for the SQL DISTINCT keyword. Also, the value from row has to be the from the same field as the distinct option. Based on what you've told me, you might be able to get the result you want by embedding a second loop into the first loop. (First loop gets distinct customers, and the ...

Hi Nebo, The reason why you cannot click Next is because you are trying to create a table with a space. The pop-up reads "Field names may only contain alpha-numeric characters.". So once you remove the space, it will allow you to create a new table. It looks like you already have an Affliate table. Is this the table ...

Hi Rolf, To accomplish what you are suggesting you need to do a few things.  1) First, you must add a linked field to the InvoiceLine. Under Customize -> Tables -> InvoiceLine click edit fields. Select Linked Field from the radio button. Choose ...

Hey Carlo, Method does not have Project Management features out of the box. However, you could have customization done to accomplish what you are looking for.  Like you have suggested, you could use cases and activites to update customers on their projects. A simple way to notify your customers of an update could be ...

Hey jdibona, I have not been able to replicate the issues that you are having, but here are some clarifications that should help: [quote user="jdibona"] 1) Is it possible to have a single contact associated with multiple campaigns?  2) If so, how should I add a contact to a Campaign? 3) I've created Activities that ...

Hey Ben, I was not able to reproduce the issue you were having. The only thing I can think of is that you may have hidden the section in the Screen Editor by clicking Hide/Show, pictured below.  If that does not help, you may want to try creating a new screen based on that table. You may need to speak with a Consultant if you ...

Please check to see if the Method Integration Engine is up and running and your Quickbooks file is open. If the sync engine is working, the customer you are deleting may have transactions associated with it. If customers have previous transactions, QuickBooks will not allow Method to delete them. If you check QuickBook -> Resolve ...