Method Community

Hi Mike, You are correct. You'll need to use LIKE instead of CONTAINS. FullName LIKE '%Main Account%'  Let me know if you run into any further issues! Ben

Hi Mahlon, Im not able to recreate this on my end unfortunately. I Added a Picture field to my Sales Order Table, uploaded an image to a particular SO, and was seeing it reliably on ever save/reload of the screen. Are you able to message me directly with the name of the Account/Screen that you are seeing this issue on? Thanks ...

Hi Mahlon, The intention for these Merge fields is that they would be based off your Display Preferences (Under Preferences > Display for others reading). However, it appears this is not functioning as intended at the moment. After some testing, Ive discovered I can't affect the Email Date Merge fields ...

Hi Jack, This is a known issue at the moment affecting a small subset of Accounts. We have a fix in place which we are intending to release tomorrow (Thurs 26 May) which will rectify this problem. If you need the Snapshot filter fixed before tomorrow, email me directly at <b.hargreaves@method.me> with the name of the App, Snapshot and ...

Hi Blake, We have certainly seen this one before. For first time connections of Gmail accounts to method, you will need to Authorize your Users Google security settings to accept Method's IP addresses. You can do this by following the steps outlined in THIS ARTICLE. If you have any trouble setting this up, let me know and We can set up ...

Hi Mahlon, i seem to be having some trouble making a picture object be hidden at all on my side. Have you had any success with that? I tried Hiding the object, Hiding on screen load, hiding (and toggling) via actions on a button but still no luck. Ill bring this one up with the team. Thanks Mahlon. -Ben

Hi There, Thanks for Posting to the Method Forums! I took a quick look at your account here, and it appears you havent been completely set up yet. It appears you had an account which you cancelled, and then started a new one sometime today.  You'll want to completely finish setting up the new account before you can start inviting users ...

Hi Mahlon, Are you able to give me a little more info here? If you create a new button/event and add a Conditional Statement to it (with no other actions) you wont see Action Result as a selectable value straight away, as none have been assigned from within this event just yet. If you then add any action which assigns an Action ...

Hi Maureen, Ill be happy to help out! Fortunately this is a relatively easy change to make on the Report Designer Side to make this report function in the way you want. What you are looking for is the 'MultiLine' setting on the Activity.Comments object of the report. (Ive used the existing CRM_Activities_WithComments ...

Hi gfoxjr, This is certainly possible, but will require some basic customization on your end. From the Sales Order List Screen, you'll need to add a new Grid View to the Sales Order Grid which has the Criteria 'SalesOrder.IsFullyInvoiced = No AND SalesOrder.IsManuallyClosed = no'. Let me know if you need a little more detail to set ...