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  • Re: E-Mail Template

    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 ...
    Posted to Method:Classic General Q&A (Forum) by Method_Jason on 11-06-2013
  • Re: E-Mail Template

    Any help would be appreciated or if you need me to explain anything further. Thanks
    Posted to Method:Classic General Q&A (Forum) by thesolarguys on 11-06-2013
  • Re: Incorrect time on invoices for one user only

    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.
    Posted to Method:Classic General Q&A (Forum) by Nebo on 11-06-2013
  • Re: Why can't I find my posts?

    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 ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 11-05-2013
  • Re: HTML Links in Method

    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 ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 11-05-2013
  • Re: List of wholesale customers who have ordered in last two years

    thank you again Jason!!! I was able to make the button and generate the base report with wholesale customers, however, when it comes to adding the "and where" I don't see a way to filter out the customers as you mentioned in the previous post. I read through the filter options several times and am probably reading over the ...
  • Why can't I find my posts?

    When I view all posts made by me, there are tons missing - including one from today. How is this possible? Is there a way for me to see them? It's very difficult for me to track and revisit outstanding issues. Thanks
    Posted to Method:Classic General Q&A (Forum) by MikeB on 11-05-2013
  • MethodAPISelect_DataSetV2 returning inconsistent results

    Hi, I'm working with a client on a project which involves pulling their Method data to a local database for reporting purposes (Using VB.Net). I'm using the API call MethodAPISelect_DataSetV2 to pull all of the records the Customer's table using "WHERE 1=1". In Method, we're seeing about 18,000 records, ...
    Posted to Method:API Q&A (Forum) by BrianPoole on 11-05-2013
  • Method CRM Updates - Nov 5, 2013

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity Fixed (#4660) - Addressed issue where default activity status is not loading. (QBO) Invoice Fixed (#4644) - Removed depreciated filter views. ...
    Posted to Release Notes (Weblog) by Method_Michael on 11-05-2013
  • Cases and Case Portal

    Is there anyway to upload images or documents to a case using the case portal? When you open a case the email comes from a registered CRM user, is there anyway to have it come from a generic noreply@ecoxotic.com email? Also how do I modify the tabs for the case portal? Thanks, Brian
    Posted to Method:Classic General Q&A (Forum) by ecoxotic on 11-05-2013
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