Method Community

Is there any way of calling or copying actions from within a grid? They don't appear within the dropdown in call another action set or copy. Just wondering if there's a work around. Thanks.

I have been trying to create a couple of web forms over the last few days. All goes well until step 8. I can't edit and change any default values or set any fields to hidden. Clicking the hidden check box skips the screen to step 9. When hitting finish the final screen only shows the HTML for the header and footer, there is no body. If I save ...

I have a custom grid setup for open purchase order lines, and we've hired someone to maintain up-to-date status on all items that we have on order. The grid displays the standard stuff... item #, purchase order #, qty ordered, qty received, et al. I have added a new field in the PurchaseOrderLine table called ItemStatusNotes, and have added ...

Hi Sam, Thanks for your suggestion on this.  I had hoped you were going to suggest some implementation with  the SQL  'Distinct' keyword with my Action  Result to achieve this. As to your suggested approach, I had already tried something like that.  The problem is that not only do I need to count ...

Hi Nebo, The reason why you cannot click Next is because you are trying to create a table with a space. The pop-up reads "Field names may only contain alpha-numeric characters.". So once you remove the space, it will allow you to create a new table. It looks like you already have an Affliate table. Is this the table ...

Hi Rolf, To accomplish what you are suggesting you need to do a few things.  1) First, you must add a linked field to the InvoiceLine. Under Customize -> Tables -> InvoiceLine click edit fields. Select Linked Field from the radio button. Choose ...

Long story short here is what I'm facing: http://screencast.com/t/m6rVg2Lm9aZP Could anyone help and tell me is I'm doing something wrong here or it is a bug?

This is a guest blog post by Matt Raiser from Tech in the Field. Matt is a QuickBooks Pro Advisor and Certified Method Solution Provider who's developed a number of apps using Method. My family purchased an asphalt maintenance business in 1997 amid the explosion of computer use and their promise of increased productivity as a result of the ...

Hey Carlo, Method does not have Project Management features out of the box. However, you could have customization done to accomplish what you are looking for.  Like you have suggested, you could use cases and activites to update customers on their projects. A simple way to notify your customers of an update could be ...

Hey jdibona, I have not been able to replicate the issues that you are having, but here are some clarifications that should help: [quote user="jdibona"] 1) Is it possible to have a single contact associated with multiple campaigns?  2) If so, how should I add a contact to a Campaign? 3) I've created Activities that ...