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Hey Charles, In response to your original post, I created two loops which update a field in a table according to a blank & non-blank field in my table. Here I was able to use the expressions I posted previously exactly as you'd expect them to work. Updating a Blank Value Updating a Non-Blank Value In my experience with ...

Hi Shawn, You are able to do this is Method out of the box!  Using the Field Services Center >> My Calendar Tab Link, you can define filters which will enable you to see a teams or multiple teams schedules for a given period.    On the left hand side of the screen, you have the ability to ...

Isdrury, Great to hear you got it going! If you haven't already, take a look at this article, which is the first of a series of five. It will teach you everything you need to know about the Outlook Plug-in!  Jason

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 ...