Method Community

John, We've pushed out an update to this screen earlier today. Can you verify if the problem is now resolved?  If not could you tell me the name of the portal you are using under Customize > Portals, and if you have customized the screen in anyway? Thanks, Richard

Hi Sean, http://www.methodintegration.com/self-service-documentation.aspx Please help yourself to the above is a link for some of our documentation including API docs. Let us know if there is anything else you need.

When I am using this call, I am being taken to the Method Sign in screen instead of directly into my account. This happened once before: http://www.methodintegration.com/cs/forums/p/1174/3935.aspx#3935

That's what I thought. Thanks for the info, Mark.

Blake As far as I know there are no action triggering events that occur without someone logging into method.   To accomplish a completely automatic system you would need to create a separate application that uses Method's API.  This isn't  terribly complicated but does require programming.

I created the new table, MyRep, with only my active sales rep entries and the fields I need. However, I cannot link any fields between that table and my Customer table (from either direction).  I can probably ultimately figure out how to use actions to pull that into my email, but if I can't create a linked field, I'm unclear on how ...

Greetings, I got a call from a customer today saying he could not send me or respond to a case from his  computer while in the portal.  I tried it on mine using IE 8.0 and i could not send a respnce about a open case.  I filled the form and it was saying i needed a value in the Responce box.  This is the standard method ...

Dosent do it with firefox.  Only IE 8.0  

While the button click kicking off the process the way you describe is not completely automated, I think I see how your solution works...seems easy enough to do. I seem to remember reading somewhere on these forums that scheduled tasks/functions isn't a feature Method has, yet...am I remembering correctly? Thanks Mark

Blake What we've done is to create new transaction(s) based on series of conditions from the exisiting data.  For example, you could have a series of actions execute in response to an event like a button click.  These actions would evaulate your conditions and if your conditions were met, the action set would then build new sales ...