Method Community

Hi Paul, Using Chrome, Version 19.0.1084.52 Everytime, the error message is for contacts already in Method.   If the contact is not already in Method and I try to add them (from the blue bar at the bottom of the e-mail), then I get the add contact screen with the bubble round endlessly trying to process and I eventually just give up, ...

No way! How did I miss that? Very nice! I just sent in my beta request. Also, thanks for the SQL clarification. Will keep it in mind... Thanks again!

 very sorry to keep bugging, but my deadline approaches :)

SQL  So for a customer: Name like '%Dave%' Will give you anyone with "Dave" in their name. FirstName = 'Dave' Will give you all the Dave's, but not the Davea's.   Or for an Activity: DueDateStart > '2012-05-31' Would give you all activities after midnight (UTC time) of May ...

I see I have an option of 'filtering with script' when exporting tables to a file. What sort of script can I use? Is this SQL? Any particular syntax or ANSI version?   Thanks, Blake C

Thank you.. Please let me know if I can be of further assistance

I was able to work through this with MisterBill.  The email addresses that they were trying to register were found elsewhere in the database.

I am having a bit of trouble with the outlook integration. I would like to have the action, "Save and E-mail", provide an option to use outlook e-mail with a PDF attached, instead of using the customer portal. Has anyone completed this? It was my understanding form a tech call that an e-mail can be sent within outlook from Method with ...

yes this is the first and only portal... so example is we have taken 4 different customers that are already in quickbooks with their email address etc. they go to that link, and click register they enter their email address same as the one in quickbooks and then they pick a user name and they get that error.....

@MisterBill Is this the first time you are trying to create a portal for these customers? Can you provide the steps that produce this error? I was not able to reproduce the issue on my side and I need a bit more information of the problem so we can troubleshhot it.