Method Community

I'm having a very frustrating time with the following situation.   I have substantially customized both the Lead and Customer screens, and when I go to the Contacts grid and select the New Activity link,  the New Activity window opens.  Upon closing the window, I get the following error message: Action ...

Hi smohyee, [quote user="smohyee"]When defining the conditional statement, I'll select the checkbox value from the screen, and compare it ("is equal to")... what? Should I "type in" the value? What are the values of a checkbox? "Yes" and "No", or "True" and ...

Hi smohyee, When you say you entered your email server info, where are you referring to? Is this the same email that is being used to authenticate the account under Customize >>> My Account? Just to be sure can you confirm that you're not over-riding this for your username under Customize >>> Users >>> Step 2 of 10?

Awesome! Thanks!

I've created a checkbox object that I want to tie to a boolean field, IsComplete. When the box is checked, I want IsComplete to be marked "Yes", and when it is unchecked to be marked "No".  Since the trigger event for a checkbox is "click", I have to create conditional statements to check to first see ...

Blank - FYI, this has been added in the labs.  Look out for the release notes for the "April version" which will have this on the staging site. Paul

Hey Valbon, I've set up email in Method, and created a button on a screen that sends an email with an attachment. I entered my email server info as my individual user info (we use a GoDaddy webmail server, btw), so my emails are being sent from my particular email address. The email was sent successfully (to myself), but neither my GoDaddy ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Sales Order Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto ...

"It seems to me that this issue could be easily resolved by having the dropdowns  in the designer display  two columns, one with the caption and one with the field name,  similar to what can be done with dropdowns in operational screens."   Seconded! If this is feasible, it would provide both pieces of information ...

Innovative, [quote user="Innovative"]It looks like the Synch engine will not work if the file is in Multi user status? is this correct?[/quote] The Method Sync Engine should work the same in both single user and multi user modes. [quote user="Innovative"]Can the sync Engine be installed on several work stations at the same ...