Method Community

Hi Alex, 3) There is one action set for each of these events, when you Update or Save it will run each of those action sets once. 5) There isn't a way to populate new, blank rows in a grid directly after they've been inserted. The user would have to interact with it somehow, and you could put some actions on ...

Marco, Had you already changed the AsOfDate that day, perhaps earlier when you entered the day's ExchangeRate? Is it not syncing at all, or is it incorrect in some way? Let me know. - Justin

Hi GetRXd, 1) If you've created an Email field in the Estimate table, it will only be available in screens based off of that table. You'll have to add an Email field to the Invoice table if you want one available there as well. If you were to create an estimate in QB, then sync it over to Method ...

Hi pdx971, The Cases screens isn't set up to use the merge function based on the Contacts table. If you wanted to use Contacts.Email instead of Cases.ContactEmail, you'd have merge that table into the Email function of your New & Edit Cases screens. We have a Help Center article about mail merge and how it works, you can find ...

Hi Brad, Although possible, to implement that much detail in one of our Web-To-Lead forms would be quite complicated, and likely take up a lot of space on screen. I believe this is something that would be easier to accomplish down the road, using Method:New's Public Pages. - Justin

Hi InstaDRY, The Users table doesn't have a stock screen associated with it. You could create a screen to interface with it in order to add your hyperlinks, or you could use our Import / Export Tool to update the table. To create a screen would be more work now but would streamline the process for future, the Import / Export Tool route is a ...

Marcelo, Try clearing your cache, then test again. Let me know. - Justin

Hi pdx971, I should also mention, you can temporarily full-screen the HTML Editor by pressing the  icon on the toolbar. Once you're done composing your message, click it again and it will return to its original dimensions. There aren't any plans to change the HTML Editor for Method:Classic, however Method:New features an HTML ...

Hi wildliferemoval, You'll have to add the Campaign field to your Add / Edit Work Order screen. You could then have it auto-populate when you select a customer for the work order by adding some actions to the Text Change event of the Customer dropdown. The logic to copy this field to an invoice when it's created from a work ...

Hi Marcelo, This should work now. Post back here if there's any issues. - Justin