Method Community

To anyone following this, Taurusgardening was a Marathon Data Systems customer and were able to resolve this with a sync. - Adam

Greg, Thanks.  Pretty easy to replicate.  Do a Generate Report Action with the Filter condition set to Build Selection Appreciate the help. Stuart

Hi Steve, In step 1 of 6 in customizing a drop down, you can set the default value for it. You can also set the default filter to correspond to that, by editing the grid filter and changing the "default" use case. Apologies for the delay in getting back to you -- I dropped the ball on that one. Cheers, Naeem

So I only want to email the docuement (or even just a link to it) that I've just uploaded into Method.  I want to add an action in the "Edit Documents" screen under the more actions button that I can click with the mouse and it will send the file of to a specified predefinded email address.  I've obviously found the ...

Hi Marcelo, Sorry for the late reply.  You can take the date off of the fields.  This is a setting in Method you'll have to change.  You would need to go to each date/time field in the screen and make sure the "Show Date and Time" option is unchecked. The message that the End Date should be later than the Start ...

Hello Stuart,     I am not seeing anything reported in our tickets.  You'll have to give me some time to investigate and see if I can reproduce the problem. - Greg

For the google gadget is there way to change the default number of follow-up days.

I have a question regarding storing credit cards in Method.  We do monthly billings to our customers, some that are flat rate over a twelve month period, and others varying amounts from month to month.  I have set up a payment gateway through Authroize.net.  I am also syncing with Quickbooks, but do not use the Intuit credit card ...

All our "customers" come from QB. We then follow up with them to re-order. I use the CRM to sort the customers for the sales reps to follow up. BUT the sales rep field can change when the customer  re-orders from a different rep but I still want to the customer to "stick" to the same sales rep for customer ...

OK, that works, but now I have another issue: The grid I'm looping through is based on the Contacts table and is filtered to show "parent" entries only (ie. ParentFullname = blank). What I'd like to do is loop through the checked rows in the grid and update the following: The parent entry All subaccounts where the subaccount ...