Method Community

Brian, Can you explain a little further what you are trying to search for and where? There might be another solution depending on what exactly you're trying to do.  Jason

Hi Brian, I don't believe what you're asking is possible. You might find the Create Short Method URL action useful though. This action will create a unique URL that will direct your users to a specific tab link or screen in Method. You can even specify a screen RecordID. Hope this helps! Jason

Hi Tiffany, Can you tell me which screen and email template this is for.?  The character functions for the merge fields may already be in the actions depending on the screen you are in.  Different screens will have different character functions. For instance you'll find character functions for the case merge fields on the ...

Hi Mike, I haven't seen that error before.  I did a search and it appears that "not a legal OleAuth date" is an error that refers to the date not being between 1-January-4713 BC to 31-December-9999 AD. From what I've read its when can happen when converting a date value. I'm not sure why it would be occurring here, ...

Hello, I am trying to add my clients first and last name to populate in my email templates.  I have replaced the appropriate fields  to customer.fullname   however it is still not populating when i send the email. I need help in completing this issue or help to find the "Character function"  Under which tab ...

Scott, Glad you're getting close! If I understand you correctly, you need to also filter your list by contacts that have been invoiced in the last two years. This is a little more complicated, but definitely doable! First thing you will need is a new field in your Entity table. It could be a Yes/No field called ...

Hi Matt, That is actually the expected behaviour....It has been specifically designed to take them to that page (if they have access) and have not synced before. Even if they come off a screen url. This is not going to be changed unfortunately in this version of method. Dave

Hi Brian, Sorry for the late reply.  There certainly is a way to attach documents. I would recommend copying and taking a look at the CRM_EditCase screen. You could essentially copy most of the actions on that screen and place them in your portal screen for cases.  You would be creating your own Documents section (like in the Edit case ...

Is there some way to link directly to the customer search? I'm looking for something like this... https://www.methodintegration.com/method/search.aspx?phone=619-246-0492 What I want to do is give our sales team a quick way of finding contacts when they call in and I can generate the URL above replacing the value for phone ...

Hi Mike, Add your new IsDormant field to the Entity table first. You can then link it from the Entity table into the Contacts table. You will then be able to add the field to both the Customers and Contacts List and Edit Customer screens. If you take a look at the Contacts table, you'll see there are many fields that are set up the ...