Method Community

Hi Saad, Looks like you've been speaking to one of our Reps over Live-Chat, so I have a little more info for you here. The reason the Customer.Firstname is populating with the wrong value is because of the way the 'Locate Using Record ID' part of your character function has been set up. This Action is the problem ...

Hi Saad, 'Character Function' Is not a screen itself, but rather an Action you can call from within the Screen Designer (customizer) You'll need to call upon this action to replace any Merge fields on your templates, with their corresponding values from the Table. What was this email Template for? Where were you trying to call ...

Hi jsautel, Glad to hear you found our Videos there. Here are some extra articles relating to the OutLook Plugin for you -  https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Setting-up-defaults&id=703 Regarding the Errors - The Final screenshot you uploaded shows the Error because the  Subject ...

Hi Mahlon, Looks like this is happening for me too. Im going to bring this one up with the Team - and report back once we have a resolution here. Thanks Mahlon. Regards, Ben

Hi Alex, I can Help you out with this one - Ill need to add whatever email you are attempting to log in as into our internal system to enable access to Billing (and the Subscription portal) Would you be able to email me directly at <b.hargreaves@method.me> with your Email address and The Account (s) you were needing access to ...

Hi Mahlon, Glad to hear the app is up to standard! Its been a long time coming I know, We want to make sure its worth the wait. Keep the feedback coming Mahlon, It helps us out a lot. -Ben

Hi Mahlon, Ive submitted a Feature request with the team to have this one Implemented. It has been brought up in the past, and unfortunately is not as simple a fix as it was on the Other Screens for Transactions/Lists. That Being said, its something that we would like to have implemented when we have the resource bandwidth available - So Ill be ...

Good Morning Alex, After some further testing, it looks like there is a bug with the Removing of data from the Customer Field on BillLine's. Ive brought this one up with our development team, and Ill report back once we have a solution for you Alex. -Ben

Hi Alex, From the looks of this Loop, it appears you are trying to Add a Vendor type entity into the Customer field of the BillLineItem - This is not possible. Its strange you are not recieving an error message, as I tried to do the same thing and was consistently given an action sequence error when trying to insert the Bill.Vendor into the ...

Hi Alex, Iv just tested building a simple version of this on my own account, using an Dropdown not attached to the Screen containing a Customer List, And a Button containing the following actions The Customer Field updated successfully for me in Both Method and QuickBooks. Perhaps there is something in your Loop through Table Action ...