Method Community

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 ...

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 ...