Method Community

Michael, I was trying to get the YTD Sales into a grid for a client...  So I copied this SQL override into the customer list grid balance field but I'm getting an "error generating the grid."  I'm doing something wrong, I am sure.  Can you make a screen shot of the advanced screen for the balance field in the grid ...

Hello all! I am wondering if it is possible in method when I send an email to time an automation from that time to trigger several automatic actions.....at say 7 days and then 14 and so on Method would send out task emails to various workers.   Any feedback is very appreciated! Thank You!

[quote user="Rolf"]but I have been having an issue with this, and am wondering if it's what you allude to[/quote] I don't think so, the bug I ran into (currently fixed and coming up in the next release) is just a display bug.  So you were not able to see all the roles to select which ones have access.  It looks like ...

I think there definitely needs to be a new feature added here. My hack presumes a binary situation with users (which is okay for my company) - it assumes you either have access to everyone's records, or just your own. Funny, the first thing I did before coming up with my hack was look at the Tab Group roles like you, but it didn't occur ...

[quote user="Blake C"]Can I see the Role(s) the logged in User is a member of from within an Action?[/quote] It would be nice but no - there is a roles field in the user table but to save you time, this field does not contain the role information. [quote user="Blake C"]I have a hack in place that works, but it feels ...

I just completed setting everything up and am now testing the function of pushing a completed work order to an invoice in Quickbooks. Any tips?

Chad, I didn't want to hijack a different thread, on which you posted:  by Chad "I have to caution that there is a slight bug right now with the roles area so it may not be visible to you in this version of Method but our next stage release will have this corrected. " but I have been having an issue with this, and am ...

Hi Chad, I created a new template by creating a duplicate of an existing Method template and then redoing all of teh body text. I don't think I started with the CRM_ActivityAssignedToUser. Everything else is working as expected. In the template, I have put in an email address for the From (default) field. When I go to Activities--New ...

Thx. I made sure everything posted, but I'll go through the scenario again to make sure I didn't miss something or inadvertently short circuit the process somehow.

?I have an employee who wants to log certain activities in the calendar that are associated with her own activity, as opposed to linking activity to a specific Contact. So, when I log in as an administrator and I create a new activity,in the contact drop-down I type in her name. It appears that the 3 fields searched in the ...