Method Community

Hi Lance, Sorry for the late reply. This is a known issue with the progress bar.  I recommend only importing 500 records at a time, as the progress bar and the import tool work best around that number.  In the future, if you can limit the import to 500 or less, you should see it run much smoother. - Adam

Thanks, Naeem! So there are 4 custom Yes/No fields on Entity, the IsSMS* fields. IsSMSPhone, IsSMSAltPhone, IsSMSMobile and the composite, IsSMSAny. Maybe I should just campaign for a new Action..."Logical OR", which takes a list of fields as input, and adjusts a target field with the result on any update to those fields. Is there an ...

Hello fellow Method users, I’m happy to announce that report screens are now live in your Method accounts! We have added report screens for Leads, Customers, Activities, Opportunities, and Cases for both QuickBook Online and QuickBook Desktop users of Method. The new screens have three options for reports Quick Report, Advanced, ...

Hi Ken, I've been tinkering with this on my end. The easiest approach I've had is to generate a SQL override for the Composite Flag field that takes the table with the isSMS field and use a SQL command to filter all the results that actually have SMS recorded inside it (maybe use NOT NULL?). The only other approach I can think of is ...

Ok, Now...in my Grids, I want to put a little Composite Flag to indicate that we do have at least one SMS number for that Customer or Contact. I see some SQL Overrides, but they are mostly just simple HTML to concatenate fields. How would I write "Show this checkbox as true if any of these 3 chackboxes is true for this entity"?  ...

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