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  • Re: Automated Order Creation

    Blake As far as I know there are no action triggering events that occur without someone logging into method. &nbsp; To accomplish a completely automatic system you would need to create a separate application that uses Method&#39;s API. &nbsp;This isn&#39;t &nbsp;terribly complicated but does require programming.
    Posted to Method:Classic General Q&A (Forum) by LaCrews on 07-29-2011
  • Re: Resolve Conflicts / Import Issue

    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).&nbsp; I can probably ultimately figure out how to use actions to pull that into my email, but if I can&#39;t create a linked field, I&#39;m unclear on how ...
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 07-29-2011
  • Customer portal and responding to cases

    Greetings, I got a call from a customer today saying he could not send me or respond to a case from his&nbsp; computer while in the portal.&nbsp; I tried it on mine using IE 8.0 and i could not send a respnce about a open case.&nbsp; I filled the form and it was saying i needed a value in the Responce box.&nbsp; This is the standard method ...
    Posted to Method:Classic General Q&A (Forum) by John M on 07-29-2011
  • Re: Security Message

    Dosent do it with firefox.&nbsp; Only IE 8.0 &nbsp;
    Posted to Method:Classic General Q&A (Forum) by John M on 07-29-2011
  • Re: Automated Order Creation

    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&#39;t a feature Method has, yet...am I remembering correctly? Thanks Mark
    Posted to Method:Classic General Q&A (Forum) by Blake C on 07-28-2011
  • Re: Automated Order Creation

    Blake What we&#39;ve done is to create new transaction(s) based on series of conditions from the exisiting data. &nbsp;For example, you could have a series of actions execute in response to an event like a button click. &nbsp;These actions would evaulate your conditions and if your conditions were met, the action set would then build new sales ...
    Posted to Method:Classic General Q&A (Forum) by LaCrews on 07-28-2011
  • Method Source Code

    I have a potential client with general concerns about what would happen to the technology should Method (or any software vendor for that matter) become insolvent. &nbsp;Does Method have its source code in escrow, or are there any other protections in place? &nbsp;I&#39;m not as concerned with this myself, but if there&#39;s anything I can show to ...
    Posted to Method:Classic General Q&A (Forum) by voltaire on 07-28-2011
  • Method's Technical Details

    Does anyone know where I can find public information on Method&#39;s technical profile such as API documentation, technology utilized, platform, etc? &nbsp;A potential client is asking about it. Thanks in advance.&nbsp;
    Posted to Method:Classic General Q&A (Forum) by voltaire on 07-28-2011
  • Re: Automated Order Creation

    Michael...answering your other questions: The criteria for automatically creating orders would be based on a date. Usually it&#39;s 60 days out that an Order is created and comes in house. That way we make sure we have the inventory (if it&#39;s an order containing products for delivery) or can see it sitting in a particular box in the office ...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 07-28-2011
  • Re: Automated Order Creation

    Thanks Mark... I&#39;ve been approaching this from a DIY standpoint. When you say &#39;some of this functionality&#39; can you elaborate a bit (not looking for all the details here, of course) on the solutions you provided?
    Posted to Method:Classic General Q&A (Forum) by Blake C on 07-28-2011
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