Method Community

   To reiterate to make sure I have this.  You have a drop down field that holds one, two or more pieces of equipment that is assigned to the customer.  When a piece of equipment is selected from the drop down, textboxes appear with values related to the piece of equipment.  These textboxes can be used to update and ...

When trying to send out bulk email, I am unable. The message from Method is  Transaction failed. The server response was: 5.7.1 : Relay access denied I have no problem sending the test email from Method in the email setup. It is only when using ListBuilder and trying to send bulk email that I have this ...

Hi jphenke, Unfortunately, there is no easy way to bring this customer back. Once they are deleted from Method and QuickBooks, they are gone.   You do have the option of reverting to a backup of the Method account, however this is a chargable service. By going to a backup, you can then repush the customer record from Method back into ...

Hi JWS, I am sorry for taking so long to answer this post for you, I am still looking into your questions, however it has taken me some time because I have to do some testing to answer this correctly.  Please give me a little more time to work through this, I will hopefully have something for you soon.  As a hint, I know you can use ...

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 ...