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Similar to but different than the 'Get Right' action error I wrote about a few days ago, the Conditional Warning action has its own strange bug that I just discovered. When Value 1 is of type 'Action Result' and the Warning Message is also type 'Action Result',   it works as expected.  However, if Value 1 is ...

[quote user="syd"]do I install the plug in on each of their workstations?[/quote] Yes.  Any Method user in your company should have the Outlook plug-in installed on their workstation.   [quote user="syd"]We are using Exchange. Does that present other issues?[/quote] No - you should be able to install and use ...

If I want all my staff's Outlook to sync to METHOD do I install the plug in on each of their workstations? We are using Exchange. Does that present other issues?

Email marketing is a great way to connect with your customers and for customers to share your message with their networks.  The List Builder feature in Method, allows you to send email marketing from within Method and has now been updated with some handy new features.   Send emails to all your contacts In the original List Builder, ...

[quote user="Rolf"]This is more of an annoyance than a serious problem, but it should be fixed.[/quote] Thanks for bringing this to our attention!  I've created a ticket for our team here and will update this thread once the issue has been resolved. ~C

Hi, I've just noticed a quirky error in the Character function 'Get Right'  action.   When I use this with the first value as an action result, and the second value as an action result, the function works properly after saving.  The issue is that when I go to edit that action,  as soon as it opens the second ...

 OK, how about this, then: Selecting a sales rep triggers 3 actions: Retrieve SalesRepName from the Sales Rep table where the "Initial" field is equal to the sales rep value from the screen. Retrieve the UserName field from the Users table where the "Entity" field is from an action result (resultEntityName). I am ...

 I've tested that already and I still get an error. None of the reps have a problem - including the manager - after I press OK and clear the error. I just  select a sales rep and the numbers/activities are shown correctly for all reports. It's only on the initial load where the gereration of report4 fails...

[quote user="thesolarguys"]I did all of the steps above but when I create a grid the field displays empty.[/quote] You've linked the tables but I'm not sure how you wanted to use this link because the data in these tables wouldn't normally relate to each other.  For example, you can add a link to the Contact field ...