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  • Outlook Plug with Exchange

    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?
    Posted to Method:Classic Outlook Plug-In 2.0 (Forum) by syd on 07-28-2012
  • Building new email lists using List Builder

    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, ...
    Posted to Blog (Weblog) by Anonymous on 07-27-2012
  • Re: Error in Character function 'Get Right'

    [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
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-27-2012
  • Error in Character function 'Get Right'

    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 ...
    Posted to Method:Classic General Q&A (Forum) by Rolf on 07-27-2012
  • Re: Dashboard Error Message

     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 ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 07-26-2012
  • Re: Dashboard Error Message

     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...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 07-26-2012
  • Re: Linking field

    [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 ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-26-2012
  • Re: Business Process Improvements - Help/Feedback/Suggestions Wanted

    Chad, thank you for taking the time to answer each of the points I listed.  First let me clarify since I did not do this and now see that I should have, I would grade Method overall as an "A".  It is a great solution and I hope my intent came across which was really to get feedback to see if anyone has ...
    Posted to Method:Classic General Q&A (Forum) by robjgriffin on 07-25-2012
  • Re: Linking field

    I did all of the steps above but when I create a grid the field displays empty.
    Posted to Method:Classic General Q&A (Forum) by thesolarguys on 07-25-2012
  • Re: Conflicts

    So I have been waiting to get a screen shot, and haven't gotten one. I haven't forgotten you :)  I just haven't had anyone tell me it has happened recently.
    Posted to Method:Classic General Q&A (Forum) by Skye on 07-25-2012
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