Method Community

Hi Wildliferemoval, I just wanted to give you a heads up that I removed the email and portal link you provided in your last post.  I am sure there is nothing wrong with putting it there, but we try not to leave any account specific info in the forums.   I did however copy the details to my own computer, and I will take a quick peek to ...

Export the following tables and search for duplicates names, if you find any then delete them in Method. *Note: If you have any transactions associated with them you won't be able to delete them. Customer Vendor Employee OtherName If no duplicates exist please enable the MethodSupport user on your account, then email me your ...

Andrew, My apologies for my delayed response to your question. I'm going to try this out today to see if I can find a solution for you. Stay tuned! Jason

I have an Email sent button in which I am trying to per Email Type and Date Difference have automated tasks set with button presses. My first button is for marking which emails are to be compared as shippment notifications 1. Start Loop through grid 2. Start conditional statement (If EmailSent:Subject is equal to "Your order has ...

Andy - can you please do the following. Within your account enable the MethodSupport user by going to Customize>>>Users and placing a checkmark beside this user. Email (do not post to this forum) your exact Method account name and Method screen name. Please be sure to include the url of this forum thread in the email to help me ...

Is there anyway to upload images or documents to a case using the case portal? When you open a case the email comes from a registered CRM user, is there anyway to have it come from a generic noreply@ecoxotic.com email? Also how do I modify the tabs for the case portal? Thanks, Brian

Do you mind sending me an email with your Account Name and contact information? Also, can you enable the MethodSupport user on your account? To do this, go to Customize>Users and in the Edit an Existing User section check the Active checkbox next to MethodSupport. From here I can sign into your account and take a look at the ...

Hi Andy, That is unusual....since it is working correctly for me. Here's what I need you to do. Enable the methodsupport user on your account. Then send me an email with your account name, and the values you are populating the parameters with, and I will see what I can find out. Dave

I had this question sent to me VIA email. How do you connect item receipts and Bills to a PO?  It does not look like it is built into the Full Blown Edition of the software.  Please advise.  

Ok, in the customer table I see FirstName, Email, and ParentFullName.  My first question is, where is CustomerName? I don't see it in the list.  Second, I just want to confrim that ParentFullName is the field I need that correlates with the drop down list for subcustomers on the NewCustomer screen When I add a new section ...