Method Community

I made a "note" entry on a Customer and saved it.  Now I can't find it.  What do I need to do to find my note? Thanks, Fred 

[quote user="Method_Michael"]For more detailed instructions it would have to be through consulting time[/quote]  It's that time again Please contact me. Fred

[quote user="Method_Michael"]All you need to do to add the field is make sure "Add a new field" is selected give the field a name and make sure the approriate field type is selected, in your case Text should work and then click Add Field.[/quote]  Added field, but it's not filling with data. The field is MemberLevel ...

[quote user="Method_Michael"]Look for the actions that are merging the Body of the email and do the following:  Add the Date Function action to take the date (Value from row) and format it to be a different format (One without a time) Add the Character Function action to replace ListBuilder.MemberExpires (Or what ever the field ...

[quote user="Method_Michael"]All you need to do to add the field is make sure "Add a new field" is selected give the field a name and make sure the approriate field type is selected, in your case Text should work and then click Add Field.[/quote]  When I added the field, I didn't have the option to link it.  Now, ...

[quote user="Method_Michael"]MemberLevel should just be addded as a regular field to the ListBuilder table. If you take a look at the insert actions used in list builder it copies the values from the customer table into the ListBuilder table.[/quote]  Should I have slected "Entity" when I added the field?  That was ...

[quote user="Method_Michael"]Using the Date Function action you can format a date to not have the time displayed, once the date is formatted you will have to use a character function and merge in that formatted date into your email.[/quote]  Michael, can you walk through that a little slower?  I opened my ListBuilder (that you ...

I have created an email that pulls in a date (MemberExpires) from ListBuilder, but I noticed that it shows as Month-Day-Year (e.g., Dec-12-2011) followed by "12:00 PM." Is it possible to either remove the time-stamp or truncate the field so that only the date shows? When I input the date in my Customer table, no time stamp is ...

I want to add a field, MemberLevel, to my ListBuilder.  The field exists in Customer. When I added it to LIstBuidler, was I not given the option of linking. How do I link my new field in List Builder to Customer (or Contact, etc.) when my ListBuilder populates? Thanks, Fred

[quote user="Method_Michael"]If you take a look at the loop action in the Fill with Invoice button and apply the same concept for the date range to customer you should have what you need.[/quote]Thanks - I won't get a chance to check it out until after the holiday. [quote]If you are looking for step by step instructions you would ...