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I am trying to retrieve values from a table for a specific date range.  I don't see any way to do this without using an Advanced Script, but I have no idea how to write one or WHERE I go to write it.  I've looked at help articles and googled SQL WHERE, and I kind of see what I need to do, but where in Method do I do it, and what ...

Hi Chris, This has been fixed in the August version of Method.  Jason

Hi Nick, This has been fixed in the August version of Method. Thanks for bringing this issue to our attention.  Jason

Hi Karen, Sorry for the delay.  I actually ran into the same issue you had with the date range. There is however an easy fix for this.  Instead of using a "value from screen", I would first assign the date values to Action Results and then use those action results in the Where clause.  I will create a ticket for ...

Hi Mike, You are correct, when using the "Loop through Table" action, you do not have access to any other SQL commands other than the "Where" clause, you do not have access to the Advanced Script features that "Retreive value From Table" can offer. -Ben

MikeB, Glad to hear its working.  What you changed it to makes much more sense, since you're then comparing the recordID to the current row in the loop.   - Adam

One question on that: When linking to the document, will the URL be for the document itself or for the record in the Documents table. Would I be able to launch the document and print it from the Activity detail page, or would I need to go into the Document record detail page for that document and launch it and print it from there?

It works now, but I'm not sure why. It tried it with single customers, and with accounts that had the same parent name, and those worked. I noticed that the "Where" option allowed me to say: Where RecordID (in the customer table) = Value From Screen RecordID (in the Customer table). Strange how entering the same field on both ...

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. ...