Method Community

Hi Ken, Well -- there's an action called "Update Field in Table" so I'm not sure why you would have to edit a linked field specifically? Assuming you have "IsSMSAny", run an action with "update field in table" to update that field to "Yes" anytime you add an SMS. It will update all the relevant ...

Hi Scott, I ran a test in my account and was able to have it sync over. Would it be possible its filtered out of the grid?  If you wish, you can enable MethodSupport and email me your Method account name and I can have a look.  Also let me know which contacts I'm looking for and I'll see what I can find. - Adam

Hi there, Your options for linked fields are probably empty because there is no existing relationship between the customer table and your new custom table. Follow the steps below to do this. Add a new field (drop-down) to your custom table This drop-down should reference the Customer table using the Name field Now try to add your linked ...

Hi there, Sometimes our customers need to be able to see their PO numbers for each line item on an invoice. We prepare one Sales Order for each of their POs, using the PONumber field to record their PO number (not our internal PO number for the items we need to order). That's easy enough, but there can be multiple Sales Orders on each ...

Hi Dan, Can you please just confirm where you are wanting the bolded fields for me?  I have attached a screenshot from the Method Customer and Contacts List.  In this screenshot you will see a grid, and notice, for example, the column with the header "Rep/Type/Title".  if you look at the records for this column, ...

The following question came in via email I am trying to make our test session as useful as possible and we are uding a custom table in our current CRM to track software registration information. When I am adding a table to the system and I try to create a LINKED field, which is supposed to link the new table to the customer table. But the ...

Many of our customers have different negotiated prices for our different types of service offerings.  While the basic table would be the same for all customers, what is the best way to set up Method so that the prices within the customer pricing table could be different for each customer?  Also, not all customers use all the types of ...

Hi VLocke, This can be done fairly easily, the simplest way would be to simply replace the contacts grid on your Customer and Contacts List screen with a detached grid based off the Customer table.  You can then setup your new Customer grid so it appears similar to the original Contacts grid.  If you still want to see your ...

We have a pricing table that needs to be displayed to all of our Method Users but we wish to limit the updates and additions to only one person.  Unfortunately, it appears that to be able to do updates and additions, we need to have the updatable fields loaded onto the grid for the screen page.  Even though we can select "Hide" ...

I found my mistake.  I had not changed the "SOAPAction" to MethodAPITableListVs.  That is why I was getting a response with MethodAPISelect_XMLV2Response tags. Problem solved.