Method Community

Hi Matt, Please enable the MethodSupport user on your account then email me your Company Account name and contact information. To enable MethodSupport go to Customize > Users > scroll down to the bottom of the screen and ensure there's a checkmark in the Active box for the MethodSupport user. - Ashur

Darryl sent a follow up email -  [quote]How do I edit a form already created?[/quote] You can edit an already created form from the same screen you started the creation process on: Customize > Integration Tools > Go to Web Forms... > Load Existing Web form > Load. - Ashur

Hi Garrett, Where are you attempting to view / modify the data from? Can you post a screenshot of the error? If you have trouble including a screenshot in your reply, feel free to send it to me in an email. --Audisho

Hi cpitts, What is the name of this item? (If its something you don't want posted here email it to me directly). If you type in part of the item name does it show up in the drop down? -MIchael

[quote user="Anonymous"] Essentially what you have to do is first create a drop down in a customized screen based on the "Estimate" screen, that pulls values from the ReportMethod (list of reports) table with a filter that only shows those values with the word "estimate" in it. Lastly you would create a ...

<quote>Hello, You can change the default Filter/View for any Grid object on screen. > Customize the List screen and click on the Grid object. > To the right click on Filters & Views > Click on Grid Views > + Add another view Set it as default and you can set the Sorting there Asc/Desc ...

I was working on customizing some reports last week and saved them.  When I launch Report designer today and try to sign in to look at the reports and continue editing I keep getting the message "Failed to Open a List of Reports from Server.  Reason given was: The Login <My Email Address> Was not Detected."  I know ...

Hi Drew, The Gadget is intended to extend the capabilities of Method, but not fully replace the CRM. Typically users would get the follow-up notification in their email, navigate to the activity in Method and send the follow-up email from there. I can see from your post that this isn't feasible for you, ...

I'm looking for any easy way to automate sending out emails to customers. For instance, once we process a new customer I'd like an email to automatically go out to welcome them. After 30 days, it would be nice if another automated email could go out to touch base with them and see how they are liking the service. I can think of a number of ...

I have a dummy contact that I need to delete (or at least delete the email associated with it). When I try to delete the email address using the stock CRM_CustomerList screen, I get a notice that says "FullName is a required field and is currently blank". When I try to delete it entirely I get a message that this is ...