Method Community

Hi, To transfer data from a popup to a main screen, you should save the Value from session > "screen active recordID" into a shared result.  This recordID will allow you to access the record brought up in the popup.  You can then use the retrieve value from table action to get the information from the table using the ...

Hi Marcelo, This can be easily changed by editing the appropriate Activity types to show/not show on your Calendars. Simply go to Customize > Screens > then highlight the CRM_ActivityTypeList screen name and click View to the left of it. You'll need to select the appropriate Activity types then enable/disable the Show on Calendar? ...

Can the activity calendar be filter to see only one type of activities, for example only meetings.

Hi Murat,  I think the best way to go about this is to first make sure Only checked rows is selected in your Start Loop Through Grid action. This way, you know exactly which records you are deleting and you don't make any mistakes. Secondly, take a look at your Delete Record From Table action. The Where field should ...

Hello have a couple of issues I'd like experts thoughts on. 1. If I create an invoice in method and someone in the office creates one direct in Quickbooks, at around the same time, we get duplicate invoice numbers - surely this should be impossible ? How long should it take for method to talk to quickbooks after creating invoice in method. ...

I have created Delete button in accordance with your guide: http://i.imgur.com/Dkuqo.png The problem is I don't know how to customize "Delete Record From Table", because it asks for "Where" field to be filled as well as for some values... I tried different options but it still causing sequence error 3

Hi Mike, If I understand correctly, you're trying to update a field based on a selection you made in a dropdown on the screen? To start, you could use the Enter Value into Field on Screen action on the dropdown field. If you make the event Text Change then it will trigger the action when you change the value of the dropdown ...

I am hoping to get some assistance with transferring data between screens. I created a new table and screen to store ship to addresses. I then  created a new lookup list screen to pop up from the sales order so that the user could click a button in the ship to address field and use a pop-up screen to select ...

Matt, I read through the above and may have included much more information thatn you really needed.  In your case, to simply add the company name to the email template, you will just need to add Activity.EntityCompanyName (this is the merge field) to you email template.  The actions to replace this field are already included ...

Hi Matt, The activity notifications are sent using actions on the Save buttons.  If you edit the save button and take a look at the actions, you'll see conditional statements that check to see if the user has checked the send  email notification option.  If this is checked, another action set is called that sends the ...