Method Community

I have sucessfully merged the County with State from my counties list, using character functions as you suggested. Thanks for that one. I have also done it with CompanyName and RecordID from Contacts table and put results into a third one called "CompanyWithID". When I export the table and search for duplicate entries in this column ...

We are looking for a way to restrict access to the CRM for certain users, after a certain time of day.  I haven't been able to update the Users table without getting an error.  Is there any (efficient) way to accomplish this? Thanks, Garrett 

Ben,  These are Customer Leads, importied into the Customer Leads table.  in order to futher pusue. within Method. Thanks Scott 

Scott, By default the Contacts table should have the Taglist field, are you sure you aren't importing to the "Customers" table, or any other table?  Please confirm. -Ben

A user asked how to add a filter to a dropdown. Specifically he wanted to filter out inactive employees from an employees and vendors dropdown list.  Hi Shawn, To customize this screen, open it up in Method and right click it. You will see the option to customize. The next screen you will see is the screen designer (click here for a screen ...

Yes, I saw that but added a new action--first tried as the first in the action set, and as the last one as well. It just doesn't seem to be running for one reason or another.

Ben, All seemed to work well, did the export but didn't have a TagList field to export. So I created a column on the exported spreadsheet named TagList.  It matched your example. Then filled it with the appropriate tags we wanted. Did the import without errors. However it didn't import the TagList field. When I'm on the ...

Hi Aragonite, Unfortunately, there are no plans for an Outlook plug-in for Mac in the immediate future. An alternative could be to use the Gmail Gadget if your clients use Google Apps.  Jason

Hi Mike,  I believe in Quickbooks you need Advanced Inventory to track batch numbers, and if I'm not mistaken I don't think Quickbooks supports expiry dates at all. For this reason, it may be best to make a couple of custom fields in Method in the ItemReceipt table. Although these new custom fields would not sync with ...

Hi Charles, I took a closer look and the Refresh Grid action already in there is based an a conditional statement that it will refresh the grid only if EditEntity is the last popup called.  Since you are using the Invoice popup, this refresh is not being called.  Have you tried putting the refresh grid action as the last action in the ...