Method Community

Hello, They said I need to generate a report to filter by date with a start and an end date. In action: Generate Report, I can add a filter to indicate that only display the records that are >= a start date, but on the criterion (where) I can not add that is <= the end date. How do I get the report to show only data between two ...

Hi Jsenick, By adding the TagList field to the Customer table, you are correct that Method is able to pick up on this "keyword" and will treat this new field as a Tag, similar to how the Contacts Table would.  However, as mentioned in the Help Center Article you pointed out, the actually "Tags" that may be have ...

I am trying to add the TagList field to a custom screen.  The TagList in question is newly added to the customer table (as opposed to the contacts table).  The tags icon does appear as expected.  But it does nothing but show a tiny empty bubble upon hovering over it.  The bubble then does not disappear unless I ...

Hi Andrew, This is difficult to answer without knowing your setup.  Can you first confirm the time zone your computer is set to, this might have something to do with that.  Do you have access to another Windows Computer that you can see if you have the same issue in Report Designer? If the first suggestion ...

This is a guest blog post by PR, digital, social media and communications strategist, Martin Waxman. Okay, so your new product/service is ready to be launched and you’ve got your story perfectly honed. You’ve read our earlier post about kick starting your PR and have started to build relationships with a few ...

We're getting an error trying to open a report in report designer. "The report failed to be created" "Unknown time zone." Thanks.

For those following this issue, Chris was able to resolve it.  The issue was that his webform was sending incorrect data to a dropdown field. - Adam

Hi Melissa, Is the operations person different than the assigned user?  Are they also Method users?   What I envision is a dropdown field you can select to assign an Operations person to the Opportunity (assuming they are different from the assigned user).  This will function much like the Assigned To dropdown does.  ...

Hello! I'm trying to add a field that assigns an operations person to an opportunity when it is created. I want this field to send an email notification to the operations person when they are assigned an opportunity. I have it programmed with: 1. Start Conditional Statement >> Value From Screen >> Operations >> Not ...

Yes i have been able to repeat the issue....i will email you the email i got on error.