Method Community

Thank you! Working good atm! On that Email Sent page I have a body that contains an email template which has sales order numbers I need to go into my grid as well. Any idea how I can notate to pull and store the sales orders number to line up with the correct Record ID so when I send out an email in my task loop I have made I am able to have the ...

We are planning to start using Method CRM for our sales department now only using Quickbooks.   Is your connectivity still slow?

Greetings. was having a issue with my phone number not snycing.  was toled to do 2 full syncs.  first sync worked, the second synic i get a message saying aborted.  It did sync the new phone number. Will a full sync only sync when method knows there was changes?  UPDATE: IT DOES WORK. as i was typing this message i ...

Hi Mario, In order to troubleshoot this issue I would need you to enable your MethodSupport user: Go to Customize > Users > click the Active checkbox next to the MethodSupport user. Once that's done let me know via email and also include your Method Company Account name, not your username.  - Ashur

Hi Blake, Sorry for the late response on this one, not sure what may have caused your button to stop working correctly. If it were an existing issue then I'm guessing other buttons would stop working as well, or at least the new one you created. Let us know if you come across any other strange behaviour. - Ashur

Hello, I would like to know if there is a way to limit what items a sales person can see in the item list in Method? Maybe a field to use in Method like "Type" or something similar and sales person A can see type "ABC" only and sales person B can see everything. Just a thought - if there is another way, or an easier way - I ...

Hello, I have 2 questions on the Field Service Calendar. 1. Can you export it to Excel or CSV? 2. Is there a way to print the grid view? The office is transitioning to method from paper and have several users who need the "crutch" of paper until they get comfortable with Method.  What they want to see on the hard copy ...

[quote user="Innovative"]where or how did you know the item, do i search qbooks for 8000016A-1199282770[/quote] In the first line of the error message you pasted it stated the following: "The error was: Object "8000016A-1199282770" specified in the request cannot be found". So I just performed a search in the rest of ...

Yeah, that's exactly what I wound up doing. Seems weird, but it works

Forgot to mention that if you have the grid on your screen then add a Refresh Grid action after your end loop through table action.