Method Community

One of my favorite things about working at Method:CRM is getting to know such a diverse group of small business owners and their unique products and services.  Specifically, Method gets introduced to start ups when their businesses are gaining traction and they need a way to stay organized as they grow.  This is an exciting chapter ...

I'm trying to write a script and assign it to an action result in order to retrieve a value from a table.  I have 4 criteria, and I'm not sure how to enter script that references a value on the screen.  This is what I have: (AssignedTo = 'Users.UserName') And (ActivityStatus='Not Completed') AND (ActivityType ...

I accidently deleted a customer in Method and in turn it deleted all information in quickbooks and now it's all lost.  Is there a way to reverse this and get this information back?

Ben, Nevermind, I simply created an action onload to copy the saved fields back into the object. Works great! Thanks

Ben, That will take care of saving the data to the database, but how do you show the data when you come back to that record, if the fields that store the data are hidden?

Greg,   The fields that the drop down fill are from the "CustomerEquipment" table and are added to my "Add/EditWorkOrder" screen through shared fields. I have it set up so if the customer has equipment on file in the "CustomerEquipment" table it shows in the drop down.  Once a selection is made from ...

That's great to hear!! :) - Adam

Adam, I was able to fix it with your info that you supplied in your reply. Thanks!

Hi Kenneth, I think it's best we work on this over the phone, as there's likely some other underlying issue I've missed. I gave you a ring on that phone number in your signature, but it didn't go through (that's also what we have on record atm) -- do you mind giving us a quick call whenever you've got a few minutes free, ...

Hello krp2003,      It sounds like the equipment dropdown is not actually related to the fields you have displayed.  This means the text fields you have put onto the screen don't actually go through the dropdown relationship from the Activity to Equipment.  I'm not sure why, but I remember I have seen this ...