Method Community

I would like to know if Method CRM will work with Active Books in a hosted environment.  Here is a link to Active Books:   http://www.activebooks.net This hosted environment would consist of QuickBooks Enterprise solutions with Method CRM and Active Books for up to 10 simultaneous users.  Active Books is an add-on to ...

MikeB, Have you tried updating the field with a static value to see if the error is in how the data is getting pulled from the Activity table?  While the error happens at the update action, the source may be somewhere else.  Perhaps limit the records being updated and put in a field to insert the values from the Activity table. ...

Hi MikeB, Sorry I should have mentioned this in the other post. The large amount of character strings you see is the data from the file itself.  If you export the document table, you'll see the same thing under the document field. I don't think would have any affect on the loop actions unless you are tyring to use information from ...

Hi Juliet, This really depends on how you wish to treat them.  If they are separate customers (you bill them separately as each buys different products or services) then I'd enter them as separate leads.  Then when they become customers, you can add them as a job of customer, with each store being a job of a main customer. If you ...

Just want clarification: It's not possible to use SQL advanced script for the "where" portions of looping through a table, right? Unlike in Retrieve Value actions where the Advanced Script option is available.

Hi James, It is possible to add new "Lead Ratings" to the existing list (Cold, Warm, Hot).  You would have to create a new screen and base it off the "LeadRatings" Table. It should look similar to the screenshot below (You can use whatever name you want for step 1, and you don't necessarily need to add this ...

Thanks John, Sounds like a good solution. Will try it. John

Hi Karen, To answer your first question, yes, if you have labelled a DatePicker object "From Date" and then use reference this "Value from Screen" it will use the date that was entered in this object.  You will have to identify in your Custom Button, which field you want this object to be applied to. ...

Just to be clear, I'm looping through the Customer table and retrieving values from the Activity table. I get the Action Sequence Order:40 Error after a while (not immediately). Again, the error says Cannot update field in table "PDF Hours". So it is crashing when trying to update the PDFHours field in the Customer table by pulling ...

Would it be possible /adviseable to add new lead rating records to the LeadRating table?   -James