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  • Re: Adding Field to ListBuilder

    [quote user=&quot;Method_Michael&quot;]MemberLevel should just be addded as a regular field to the ListBuilder table. If you take a look at the insert actions used in list builder it copies the values from the customer table into the ListBuilder table.[/quote]&nbsp; Should I have slected &quot;Entity&quot; when I added the field?&nbsp; That was ...
    Posted to Method:Classic General Q&A (Forum) by Fred_D on 12-12-2011
  • Re: Truncating date/time field in an email

    [quote user=&quot;Method_Michael&quot;]Using the Date Function action you can format a date to not have the time displayed, once the date is formatted you will have to use a character function and merge in that formatted date into your email.[/quote]&nbsp; Michael, can you walk through that a little slower?&nbsp; I opened my ListBuilder (that you ...
    Posted to Method:Classic General Q&A (Forum) by Fred_D on 12-12-2011
  • Screen Sections Not Saving

    I noticed something weird this weekend regarding Screen options. When you open a Screen for editing and hit the Advanced... button, if you have your screen set to display in sections (rather than tabs), the &#39;Show First Section To Left of Screen&#39; option is reset to &#39;not selected&#39; each time you open this Advanced... screen. So ...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 12-12-2011
  • Re: Error on the Mobile Screen

    The issue at the moment seems to be on our end and and not with customization. Once we have a fix or more information I will update this forum post. -Michael
  • Re: Truncating date/time field in an email

    Fred- Using the Date Function action you can format a date to not have the time displayed, once the date is formatted you will have to use a character function and merge in that formatted date into your email. -Michael
  • Re: Sales Tax Explanation

    Okay, I see that. I only have one Tax Item (Sales Tax). Just about every customer of ours is non taxable, so I&#39;m setting their Tax Code to Non and making sure the Tax Item is blank. Then all tax figuring seems to be correct and predictable. For some reason I thought I was seeing some weird tax figuring going on, but I think I&#39;ve got it ...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 12-12-2011
  • Re: Adding Field to ListBuilder

    Fred- MemberLevel should just be addded as a regular field to the ListBuilder table. If you take a look at the insert actions used in list builder it copies the values from the customer table into the ListBuilder table. -Michael
  • Re: Advanced notice of Method Upgrades?

    Kevin- We can never really provided an exact date that an update goes live because issues can always come up delaying a release. However I will bring this up as a suggestion to provide advanced notice if possible. -Michael
  • Re: Importing from Excel to CRM

    sloturtle- I recieved the message through the forums but with no image. I have replied to it so you should now have my email address to email me directly. -Michael
  • Re: Error on the Mobile Screen

    I&#39;ve done some more testing and it has to do with the action &quot;refresh grid&quot;. &nbsp;I have modified my screen to refresh all grids and that seems to work. &nbsp;I still get an error, but it is a dialog error &quot;https://m.methodintegration.com &nbsp;Error Generating Grid.&quot; However, this error does not seem to affect refreshing ...
    Posted to Method:Classic General Q&A (Forum) by SMcGovern on 12-12-2011
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