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Hi Guy, CustomerEquipment is a table from the Field Services app (available with Method CRM Pro only), do you have this app installed? If you have a Pro account, you can install the Field Services app through Customize > My Account. Please see ...

Hey, You have a few routes to take here are a couple: > Use our built in TagList to tag your customers with their software versions/country of residence/other information. Then using the ListBuilder you can filter by Tags: It will then create a Grid on the fly with a list of the Customers that fit the filter and you have an option to ...

Hello Mike,        Unfortunately, you do need to have a program like Imgur to post screenshots onto the forums through a URL.     The filter looks fine.  I'm not sure why it isn't displaying the items.  I tested this on my own account.  I created a brand new screen that is based ...

I have sucessfully merged the County with State from my counties list, using character functions as you suggested. Thanks for that one. I have also done it with CompanyName and RecordID from Contacts table and put results into a third one called "CompanyWithID". When I export the table and search for duplicate entries in this column ...

[quote user="walterh"]I want to enter leads from both Method and Outlook but the Lead Entry screen puts the information in the Contact table while Outlook only allows the entry in the Customer table.[/quote] I would like to test this scenario a little more on my local machine before posting a response.  I'll have a post ready ...

On Wednesday, June 23rd @ 1:00pm EST, Valbon Shabani will provide an overview of the import and export tool which is currently available in Method as beta. Examples will include exporting data from Method tables and importing / updating Method data using a spreadsheet format.  This webinar will take place live but will also be recorded and ...

So you’re all excited to use Method.  Perhaps you’ve added a couple of new fields, edited some of the existing screens and maybe even added a few new tables of your own.  Fantastic!  Your sales team gets their hands on Method and what’s the first thing they say to you?  How can I enter in this list of ...

On Wednesday, December 16 @ 1:00pm EST, Ryan will look into some advance actions such as Loops through tables and grids, also looking at the Email and Start Conditional Statement actions. Space is limited. Reserve your Webinar seat now at: https://www2.gotomeeting.com/register/716454403 Title:         ...

Hello Deb, The record could not be saved. The version of your accounting software does not support edits on this list or transaction from 3rd party software. Try editing the record directly in your accounting software instead. The error message above is incorrect. The error is actually being caused by an error in the table to which the ...

Hi Cardin To answer your questions: We don't have any query that returns a list of tables. Currently, this will need to be done through the Method UI. You can access the list of tables through account settings by clicking the user profile icon in the top right > Account settings >Tables & fields. You can connect a ...