Method Community

Hi, I've been emailing my estimates from Method.  Is there a way to look at a "sent" folder, so to speak -- to see which emails have been sent from Method? thanks.

Hi Angie, I just want to confirm a few things. First, you would have needed to create the custom questions field to your Contacts table. When you perform the import, make sure that the field name matches the one in the table. Lastly, you'll need to make sure that the Screen and/or Grid is updated to include that table's custom field so ...

I've edited the contact screen to include custom questions that are part of an excel sheet.  The published page show all the questions and an area for the answers.  I did a test import with 10 customers with those custom questions.  I had included the Record ID and put a check in Update existing records by matching the key ...

Perfect - Thanks so much for the info!  I just made changes to the contacts screen and it all looked good, but when I imported a sample test the info did not show on the screen.  I will post a new message

Hey Angie,  You can actually see the Record ID on the stock Customers and Contacts List screen. It's hidden by default but if you click the settings gear at the bottom right corner of the grid you'll see an option to display it. Make sure to refresh the grid! Please see the screenshot below. Additionally, you ...

Hi angie, The Additional Tab section is available in the CRM_EditCustomer screen part of the Customer table. - Sam

What is the table/field and screen for the customer's additional info tab? I'd like to add their record ID onto that page, since I can't find it in any other location

Hi BartH, This change can be made through the Property Grid > Text > Format String section as well. When making your change was the {0:    } brackets and the 0 still available? Was the SalesOrder.TXNDate field selected when you made the change or was the Date label checked. - Sam

I was utilizing the format string on the right hand side of the screen.  After clicking on the small arrow above it has now formatted correctly.  What is the property grid on the right side of the report designer used for then?

Hi BartH, Are you changing the format for the right field? In report Designer you will need to click on the little arrow on the upper right of the field just below the Date Label titled SaleOrder.txnDate where you can set the Format String. - Sam