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  • Attach a file to an activity

    I mentioned this in another post but I thought I'd make a specific one for this. I added an attachment field to the New Activity screen, and users are able to attach documents. However, exporting the table leads to quite a few rows of character strings occupying the entire Certification Document column and spilling over into the first column ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 08-27-2013
  • Help with looping through a table

    What I am trying to do is sum the amounts from invoices within a date range and enter them in a new field in the customer table called "aaSumofInvoices".  This is what I have done so far and the errors associated with them.   I added a field in the customer table called “aaSumofInvoices”.  On one of my ...
    Posted to Method:Classic General Q&A (Forum) by kdellaripa on 08-27-2013
  • Re: How to get original invoice report back.

    Hi Wildliferemoval, When you get the chance, could you send me either a private message on the forums, or email me directly (email is in my signature), with the CompanyAccount Name you enter when logging into Method.  Also, please make sure MethodSupport is turned on.  This can be done by going to Customize->Users, ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-27-2013
  • How to get original invoice report back.

    So, I made the mistake of not making a new invoice templet in method report designer thinking it would make a copy like it does in method. I have made some major changes and screwed it all up and cant figure out how to get it back to the original. Please help 
  • Method CRM Updates - Aug 27, 2013

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Receive Payment New (#4560) - Added support for PayPal.(QBD & QBO) Portal Receive Payment New (#4560) - Added support for PayPal.(QBD & QBO) Improved (#4162) - ...
    Posted to Release Notes (Weblog) by Method_Michael on 08-26-2013
  • Re: turn off close in popup screen?

    Hi Ben, if you are referring to the "x" in the far right of a pop-up window in Method (like the screenshot below), then there is no way to remove/disable this close action.  We do not have access to this from the Method Screen Designer area. - Method_Ben   
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-26-2013
  • Date Picker question

    Hi all, When using a Date Picker object, once you choose the date on the screen, does Method consider that date the value in that field?  For example,  If I have a "From" date picker and a "To" date picker, and I choose July 1st 2013 for the From date and July 31, 2013 for the To date.  Then I have a button ...
    Posted to Method:Classic General Q&A (Forum) by kdellaripa on 08-26-2013
  • Re: Action Sequence Order:40 Field cannot be updated in table

    I forgot to mention: in the cases where the extended character sequences are in the first column (ActivityCompanyName), there are no other data in any of the other columns for those rows. When it's in the Certification1Doc column, the row is an actual record. Could it be that the excessive text is overflowing the entire cell and spilling over ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 08-26-2013
  • Action Sequence Order:40 Field cannot be updated in table

    Again, I'm retrieving the duration of activities from the Activities table for each customer recordID and populating them into a column I created in the Customer table called "PDFHours". I'm using SQL to do an advanced query tied to a button click, and that seems to work mostly, but I'm having problems perhaps dealing ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 08-26-2013
  • turn off close in popup screen?

    I am wondering if there is a way to disable the top right close button in a popup window?
    Posted to Method:Classic General Q&A (Forum) by Ben B on 08-26-2013
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