Method Community

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

Hi John, I just wanted to thank you for this post, this is a great idea.  I just downloaded this app myself, when I have some time I am going to try it out with a similar setup to what you have described. -Ben

Yes, documents are attached to certain activities. Exporting them without those fields results in good data, but I think that it's messing up updating all activities when I retrieve values from that table.

Jpauletti, I came up with a idea becasue I am having the same issue. Look in the method forum under digital signature idea. Take care, John M

Hi, What is the best way to capture muliple locations in the leads area of Method. For example, if I have a chain of stores - two or three stores I have been entering them as separate records but it would be good to be able to link them. For instance when you have multiple contacts for one records it links all the contacts. Thanks,

Greetings everyone. Been looking for a idea to capture a signature while out in the field.  Not alot things are out there but i did come up with a idea and I thought i would share this. The issue: A national co wanted to know the date, time and job discription and signature of the property manager for their records. They wanted to make sure ...

Hi MikeB, It looks like you may have attached a docuement to some records.  That's normally where you see the text like your seeing.  You can delete the records by creating a simple grid with checkboxes, loop through the grid and delete those records that are checked. My question though is how those records got a document attached ...

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 ...

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 ...