Method Community

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 ...

Hi Brian, I'll have to find out if these services are on our roadmap. I'll post back here when I know more. - Adam

Hi George, This is interesting! One problem you may run into is that you cannot automate actions. They must be triggered in Method by clicking a button, gaining/losing focus, loading a screen, etc. You could however have a button that you press daily in Method that sends an email to the selected contacts.  The ListBuilder tool might be ...

Hi BrianPoole, There is a limit of 1million cells of data being retrieved via the api. So if for example you specify the fields something like, RecordID, Name, BillAddress1, BillAddress2, and BillAddress3....that's 5 fields. 1 million/5 = 200.000 records at most being returned. It sounds like in your case you will need to specify a range of ...

I recently installed the Outlook 2.0 plugin (version 2.1.41) to use with Outlook 2010 (32-bit). It worked the first day and then began throwing an error. When I create a new meeting in Outlook, the plugin gives the "Not a legal OleAut date" error. The sync settings are from 1 day in the past to 7 days in the future. Are there settings I ...

thesolarguys, For your first question, it looks like you have already generated the correct value you want and put it in a pop-up message. Your next step could be to put that action result into a field, possibly a field called NumberOfWorkOrders in the Users table. This could be done with an Update Field In Table ...

Any help would be appreciated or if you need me to explain anything further. Thanks

Hi Ben,    This is the message I've received from Method today, and it may be the key to solving this issue: http://screencast.com/t/XU0lVI2D7p Same happens for nicole nevermind the computer she is using.

Hi Mike, Unfortunately, this has been known for a while.  The search function is not ideal. To do a search, I'd recommend using "site:methodintegration.com" in Google and then including your search terms.  As far as keeping track of your own, I'd save them in an email folder so you can easily reference them. We will ...

Nebo, I was able to build a quick grid, adding this action to my "URL" Column, I have attached a screenshot here, of how it looks in my grid: When I click your link for Adam Apple in the grid, it opens a new window and goes directly to this URL.  I have attached another screenshot below, showing the actions I used to create this ...