Method Community

Jason, I didn't realise that if you choose a date field as the main field in the table you get the extra option of 'Within date range'. It's now working, many thanks.

For some reason I just noticed the Customer Sales Rep field cannot be cleared out. When I do clear it out and Save, the value is immediately put back to the previous value by Method. It's similar to other issues I've seen and posted about on this forum (e.g. I posted an issue within the past year IIRC re: the Sales Order PO Number ...

Hi, I am a new user and  looking for a point in the right directon with this problem. I have tried various methods but now seem to have confused myself. This is my scenario... I carry out annual and biennial servicing jobs to oil boilers. The customer is posted out a reminder postcard about two weeks before the date of the next ...

nsmith_piano, I seem to be getting the same error with a similar process. I'll dig a little deeper to try and figure out why the error is occurring and I'll post back here as soon as I have an update! Jason

I have a custom table called Events. When I delete an event, I want to delete all the records related to the event in the EventComments table. I have a grid with events on my custom screen, and the following actions: 1. Show message with a confirmation buttion. 2. Loop through checked items on the grid 3. Delete record from table Event ...

Andy, You don't need the Customer table in there. You can filter the report by the customer's FullName on screen. You may not even need to use an advanced script as you can set a Within date range filter with a regular script. I set up my Generate Report action like the screenshot below. Yours may look a ...

Hi Kenneth, I can think of a couple different ways you can do this, depending on the level of customization you are comfortable working with.  The first option would be to change the "Invoice Notification" email template located on the Home->Email Templates Screen.  You can simply add the main Contacts_Portal link ...

Good morning,     I'm having an issue with customers not knowing what there balance is because they dont know to look at the "Home" screen in the portal.  When an invoice is sent and they click the generated link it takes them to the "Recent transactions" tab by default and this tab does not have the idiot ...

Mike, Can you email me the Company Account name and turn on MethodSupport so I can take a look? Thanks, - Adam

Nope - this is the only instance of that name in the entire entity table.