Method Community

Bryan, I was advised of a better way, using the grid to see what you're going to delete.  With my original way, if you made a slight mistake, you could delete activities you didn't intend to.  Not something we want to do., obviously. With the grid, also include the Activity Type so you can filter by work order.  You can ...

Getting a little frustrated with this now. What I tried to do is create an additional tab in new leads called industry source basically just like the tab thats there for lead source. copied all the screens that I think are require for the new industry section (shows up but without at this time the buttons for drop down and screen pop up) will ...

Adam, could I not just loop through the grid and then assign a value to the action result of RecordID in the row and then delete the record from the table where the RecordID is equal to the action result? I see that was used on another screen. However, before I do that I want to make sure its right, becasue if not, it will delete all of my ...

k logging out for 15 minutes fixed it. Weird cos I logged out earlier to try and fix it and it didnt work. Maybe it wasnt 15 minutes. Thanks again.

Hello, I've been using Method fro some time. I've not done any customiztions or set-up actions and such. In th estimates there are two nagging issues that I am not sure if they are method issues or end user issues. When creating an estimate there is no sequential numbering. I was under the impression that this infromation would pull ...

Authorize.net says that no Amex payments have hit their system for my account which means that the payments are being rejected by the portal or not passing through at all. I doubt that it is in the Amex gateway settings as I copied and pasted the account info to keep from having errors when keying it in.

input my table and fields into customer. Had issues all day with that. Finally just decided to manually add the fields to customer table, but used an _ in the field name and had some error telling me only to use alphanumeric characters. I believe it was right after that I got the errors. I will try logging out and see if that fixes it. thanks ...

It's enabled right now. I'm free tomorrow, Wed 2/13 at 9:30AM CST

Thanks adam. Can you please show me your screenshot of the 'Conditional statement' action and the 'Delete record from table' action? I almost have it done, I just need help on those 2. Thanks again for all of the help! Bryan

Blake, Please enable the MethodSupport user and let me know when you would be free to start a screen sharing session tomorrow. - Ashur