Method Community

Hi Deb, As it's a customized screen Support will not be able to assist. If you would like you can email me over your company account, and the exact screen name and I can create a copy and look for the issue. I'll follow-up with what information and you can fix it on your live screen. My email is in my signature. -- Mortaza

Also Jason wanted to add:  Export your Contacts table and check the TagList formatting. Make sure it is formatted correctly. I have seen cases where the formatted was changed during customization or an import. Please look at our Help Center article on TagList to see how the formatting should look. -- Mortaza

Hi Mahlon, No updates as of yet, I'll bring it up with the team again and see if I can get an update - I'll follow up with that information. -- Mortaza

Hi Mahlon, I have put in a feature request for this option, I will update our thread as soon as I hear back from the team. -- Mortaza

Hey Fred, If I understand correctly: you want the series to update occurrences upon save - but not overwrite additional data added to the occurrence manually. This would be an extremely complicated functional logic to put together and I don't believe this can be accomplished.  We do have in-house Consultants that can look into if ...

Hey Jason, On my end they seem to be filtering correctly. For testing purposes I setup a Filter by TagList to test. You can do that on your end by: In my example I am using a TextInput value on Screen titled 'TAG' Do your Tags have special characters by any change? Or spaces? Also in regards to the search accepting partial ...

Hey Jason, Just so we're on the same page: You originally imported Leads into the Customer Lead table with no Campaign listed. You then exported the Contacts table to update the Campaign they're listed under and received the read-only error. If the original import are still Leads, will exporting the ...

Hey Jason, An option you can take is creating a Grid based off the Received Payments Table. On the Grid you can have field: Customer which will show you a list of all Customers that have Payments against an Invoice. Now taking this route you will notice you have Customers listed more than once. That is because a Customer can have ...

Hi Fred, To have your account toggled to access Method:New you would need to get in touch with your Account Manager. I have private messaged you their details. -- Mortaza

Hey Mahlon, From my testing, I went through the process and the HTML formatting did stay intact after the import.  If you want to email me over the spreadsheet you are working with (or a few records from it) I can try again using your file. -- Mortaza