Method Community

Hi Swm023, I was able to determine the issue here, you are missing an Activity Type called "Work Order".  I have added this value back to your account manually, I have also supplied you with a screenshot, in case you need to do this to your other account.  Just go to Activities->NewActivity and click the ...

Hi Mike, Your tables look fine. I believe you just need to alter your script a little bit.  Don't use between and instead set two date ranges.  Here's an example: Customer_RecordID IN (100,101,102,103) AND (ShipDate>'Dec-01-2013 11:59:50 PM' AND ShipDate<'Dec-09-2013 00:00:00 am') Could you try something ...

Hello,    The rule does mean you need a column entitled AssignedTo .  You can do a copy and paste into the column's cell with the User name that appears on the top right of your Method screen.  Or you can go to Customize -> Users to get a list of user names.  If you don't have the column and a valid user name, ...

Innovative - I have one correction from my last post, I mentioned if you go through Method you would get 500 emails per day, this is not true.  Method users actually only get 500 emails total from Method, as we are bound to the same issues as the rest of our Customers. You could also consider using a 3rd party service like SendGrip, this ...

Hi Adam, Any updates on weather Bills can be posted to QBO with the new intuit API? Thank you,

Innovative - I really can't give any recommendation on what mail servers will allow you to send bulk SMTP emails greater than 300 per day.  I would advise you google this to see what options are out there, as a quick search I found this link, it gives a list of some email providers and what their outgoing SMTP stipulations are. ...

Hi swm023, Matt, thanks for your help in this thread.   Swm023, from what you described in your last post if you want the CompanyName to change to your Lead Name, then you should put this action in on the Lose Focus action for CompanyName.  If you do this, it means that as soon as your cursor leaves the Company Name Field (meaning ...

I sitll can't seem to get it to work. Should I enter the actions on the leadname or companyname field? (I want companyname to automatically change to leadname). I tried using a lose focus action on leadname that got the value from screen and made companyname the same as leadname. I also tried using a gain focus action on the companyname field ...

If you are getting the "..." button, it means yu put the actions in the 'On Button Click' event. You probably want the actions in the 'lose focus' event. That way the actions will run when you tab out of the field.

clarification:  leadname and customername are the fields i want to copy into the compnayname field