Method Community

Hello Andrew,    Glad I could help.  I have recently seen Method users who need to reauthorize the OpenId Calendar sync.  I can make a note for others who do find this post and are having similar issues.  Try these: 1. Make sure Enable syncing with Google Calendar is checked in your Google Calendar menu. 2. Sign in ...

Hello Shaber53, Did you get any errors while importing the file in to Method? I tried to reproduce it on my account, I created two fields in my Customer Table and then I imported data in those field based on Update existing records by matching the key fields  in Set option and selected Name as a Key field and then Click ...

James - Glad you found that helpful, I had a bit of a laugh with your post because I had a similar reaction when I found out about this feature too.  Quite a useful feature, as you said, you can email it to yourself as well.  I agree it would be nice if the Action details were included, however at least from a glance you might be ...

Hi Scott, I ran a test in my account and was able to have it sync over. Would it be possible its filtered out of the grid?  If you wish, you can enable MethodSupport and email me your Method account name and I can have a look.  Also let me know which contacts I'm looking for and I'll see what I can find. - Adam

Hi Chris, Would it be able for you to either post or email me a screenshot showing your buttons before/after?  I did a quick example in my own account, but I don't believe I am able to reproduce the issue you are having.  In my test scenario I stacked a few buttons above and below 2 buttons I am going to hide/show. ...

Hi Christy, You can link a document to an activity from the New / Edit Document Link screen. To get here, press the New Document Link... button from the Edit Document screen. In your customization, you will have to add additional logic that will place your desired document into an action result. See below where you ...

David - The field name for the Vendor contact is Contact. So if you utilize this as a merge field for your email template, you should type it out as Vendor.Contact. Again, to get a better understanding of the names of fields in tables and the data stored within them, Mary's suggestion is the best answer. Simply export the appropriate ...

Greg, From what you're describing, it sounds like there may still be a calendar object in a custom screen somewhere that hasn't been changed back.  Would there be any other users that may have made a screen perhaps?  If you can confirm this is the case, could you email me your account and turn on the MethodSupport user so we can ...

It would be almost the same as a follow up.  You can store the information you need (the name of the Lead and any associated info) into action results when the checkbox is checked using 'Retrieve Value from Screen' action.  Then on the save button, you can insert a record into the activity table to create the task, ...

Are you setting these appointments up in Outlook?  Outlook will default to 12am - 12pm for all day events. If you are using the Outlook gadget, this may be why Method sends the email out at close to midnight.  You can change those defaults.  I set up an all day event from 9 - 5 and it was synced to Method as an activity ...