Method Community

I created a button.  In the button action sequence I generate a report and an action result from the report. I then have two 'Insert Into Table' actions after that. One to create a Document Library record. The other to create a Document Library Link record. It all works just fine AS LONG AS I don't use the action result ...

Meghan, The codec could make it difficult to transfer the video to another format.  Could you tell me what version of Windows and the version of Windows Media Player you are using?  I'll try to replicate this on my computer. - Adam

I am using the latest version of Windows Media Player.  I uninstalled and reinstalled the codec.  Rebooted my computer.  Re-downloaded the video.  Still no luck. I am watching the wmv for customizing screens right now.  But for whatever reason, I still cannot get the Tables and Fields video to show video... only ...

Radwan, I just used another suggestion to export the data and in the export I found the ParentFullName ID which was the ID number that was related to a conflict - so that told me I could delete that ID.  Thanks, VLocke

Greg, Thank you for your input. This did help. VLocke

Hi Meghan, I've just ran this webinar on my computer and it worked. Can you tell me which video player you are using?  While I realize the other videos work, but have you tried reinstalling the codec? If you're still stuck, please give us a call at 1-888-925-6238 x2 so we can investigate with you and find a resolution. - Adam

Radwan, Thank you for your response. Everything seems to be running and syncing properly with this exception. Method is connected to QBO in this case - so there is no Multi-user mode. The customer I am trying to delete does not show any information on the screen when it is giving me the error message. I did look up the Record ID number and ...

Hi Peri Janis, Tags are an excellent way of classifying your leads for the purpose of creating email campaigns.   Associating tags to your leads cannot be done when importing directly into the Customer Leads table.  When you import a record into the Leads table, Method will automatically create a record in the Contacts table for ...

Hi Garrett, I can see your custom fields but not your Workers Comp or General Liability fields. I'll need to get my hands on a copy of a Contractor's Edition to really test this. In my research so far, I can't find any mention of these fields and how they interact with third party applications with the SDK. I'll keep digging ...

Hi Josh, The Google gadget has a settings link, which allows you to tie gadget functionality back to Tab Links within Method.  If users have access to the particular Tab Link specified while logged into Method, then they will have access to that functionality in the gadget.   For example, when loading customer information, the gadget ...