Method Community

Hey Nelson, To clarify, I guess I'm not really searching for a NULL value per se... but a BLANK value. I've had a great deal of difficulty in determining how to construct table queries where I am searching for either BLANK or NON-BLANK values. Your suggested approach does not work. In fact, is backwards. In order to query a table where ...

I'm looking at using MethodCRM for a client who takes catering orders online.  They currently store credit card info in a Magento system that has proven to not be flexible enough for their corporate business.  They use QuickBooks Online as their accounting system, so we are looking at using Method for Estimates and Invoices, and a ...

Hey Charles, I'll need more information about what a 'Null' value is in your definition. Is it a field with the words Null? or a blank field? could it potentially be fields with a space?     Using the same logic you posted above, you can search for both null and non-null values using the queries ...

It may not yet be New Years Eve, but we’re popping champagne at Method HQ! Thanks to you, our Method CRM community, we are finalists in the PwC Vision to Reality Awards. As you may have read in our previous blog post, it was really exciting just to be short listed, so you can imagine how thrilled we were to see our name ...

Tried to use the edit button to write this but it crashed the page. I've installed the plug-in. I went to the Method folder under Programs86. In the folder were 3 files. My Cert. Install Certifacte and Setup. I clicked on Setup and it ran the install. I did this the first time without Outlook open, which failed. Ran it again with Outlook open ...

Support, Any updates on this?

Hey JWS, Were you able to resolve your issue? I've broken down your problem into a series of steps, please confirm that this is your workflow: Created a custom grid on sales order screen The grid information is related to a specific sales order When you save the... Sales order? Grid? If you could provide more information here it ...

Yes Jason, that's the answer we were looking to hear. Friday afternoon I attempted to load the Outlook plug-in eager to get started. However everytime I started the process the install would stop unable to load the certificate. I'm using Win 7, I disabled the firewall. rebooted several times all with the same result. The installer starts ...

Isdrury, Yes, when your compose window in Outlook opens up, you will see a new option in your Outlook tool bar to send an activity to Method. This button, called Send, will send your email and allow you to edit the details of your new Method activity, all from Outlook. Hope this helps! Jason

Hi taurusgardening, In order to help you address this issue, follow the workflow below to regenerate your Method tables.   Workflow: To do this, follow the steps below: Go to Customize > Tables/Fields Click on the table you wish to regenerate; alternatively click Edit Fields... Click the Finished Editing ...