Method Community

Method Team, Can we limit the Customer/Contact grid to Customers only? If so, please tell me the direction I need to go to do that.  I have not been able to find it. Thanks, VLocke

EDIT: Per http://method.me/cs/forums/t/5181.aspx I see that modding Entity is an accepted, perhaps even bast practice.  I'll leave the original post for anyone else who may have the same question or concern. ---Below, the original post: Thanks! I was reading http://method.me/cs/forums/t/454.aspx - at some point, ...

Hi Garrett, Sorry for the late reply but I have an answer for this.  It appears the fields don't sync. I was able to get my hands on a contractor's edition and those two fields for sure don't come over.  I've gone through the SDK documentation and there's no mention of those two fields. It may simply be that we ...

Nice new look! I love the plug-in but have run up against a situation I can't resolve. One of our customers (who is the main contact of the company in Method) sent me four seperate emails one for each of his employees. Attached to each email was the contacts Outlook Contact VCF file (Business Card). How do I import or add these vcf files to ...

Hey, You mentioned that the autofill doesn't happen when you send the email out. When you choose the email template in the "New Activity" screen, and it populates the preview email fields with the template information, does it not autofill in the body of that preview either? Naeem 

Hi there, I am looking into this issue -- give me a few, and I'll have an update for you. :) Naeem

Hi Libby, Unfortunately at this time Method does not support Chinese Characters.   -Ben

Greetings! We are a multi-national company, and we want to know if we can type chinese characters in the system.  Thank you!  Have a great day!  Sincerely, Libby

When I write an estimate or invoice and his save and email everything goes through just fine, no issues. I wanted to have a quick email template to email customers through the activity so here is the template I created. I go into my edit test customer screen, click activities, click new activity, make sure the contact info is there, click send ...

Hi sbradley, Judging from the error it looks as though there is a permission issue.  Can you look at the Assigned To person for the web-form. Check in the Edit User wizard and see if they have a) access to the tables the web form is using and b) Access to the API in Step 8. Hope this helps, Adam