Method Community

pdirect- In this instance you don't really need to understand db tables. When you drag an unbound drop down to a screen and edit it, it lets you select which table to use to populate the drop down(In this case you want the CustomerType table and want to use the FullName field) and when you edit the grid just take a look at the existing ...

pdirect- [quote user="pdirect"] I don't have a home tab.  The update to the latest version was so confusing, I'm left with a mix of old and new tabs . . . but no home tab. [/quote] You can also just add the CRM_EmailTemplateList screen to any tab which is the screen that comes up when you click ... for email ...

pdirect- I am going to put in a suggestion to make this screen more clear as to what fields it merges. -Michael

I don't have a home tab.  The update to the latest version was so confusing, I'm left with a mix of old and new tabs . . . but no home tab.

Like I just wrote in another post, this is way too hard.  How in the world is anyone supposed to know that?!

Sheesh! Something that should be so simple . . . again is not.  Method's greatest strength is also its greatest weakness.  I understand db tables, but I have no idea how to do this in Method and I have no way of finding out either.  It shouldn't be this hard!  People want customization, but not if it's this ...

pdirect- The CRM_Search_CustomerList is based on the Contacts table and the CustomerType field is linked in from the Entity table, which is why it shows up as a text field and not a drop down. If you want to filter the grid by CustomerType you will have to add a drop down object and point it to the CustomerType table and then change the filter ...

pdirect- [quote user="pdirect"] And one more thing about list builder. I just sent out an embarrassing email to our customers. I had inserted the Customer.FirstName code and I thought that Method would eliminate that if the first name field was empty. But instead, it left it to look like "Customer.FirstName" if the first name ...

pdirect- The error you are getting is normally produced when you try to send an email to a email address that is not properly formatted(For example missing the @). [quote user="pdirect"]As it is, I have to go into a customer, create a new activity, check the send to email box and then click the elipses by the template line.  ...

Under the old customize screen, I found the new search window titled "CRM_Search_CustomerList.  I edited this to show the "Customer Type" field, but it shows up as a text box instead of a dropdown box filled with the correct entries for customer type.  How do I change this from a text box to a dropdown box?