Method Community

Hello, I'm having a problem with accessing several screens in Method: (1) Method / CRM / Campaigns / List Builder: Message     ERROR: One or more fields referenced by your actions were not found on the screen. Please make sure all actions specify a valid object on the screen and republish. If the problem ...

Hello, I have a "route list" report set up in the Report Designer; the tables used are: Activity; ActivityJobItems; Company. I believe we buildt/redefined this report based off an template that was already available in the Report Designer tool. We need to add "Customer Phone" (Contact Phone) in to this report, so I ...

Hello, I have been utilizing the List Builder under Campaigns for mass email distributrions. Everything is working fine, but I am curiuos if there is a way to track the emails that were sent from Method via the List Builder? Capturing a history of all emails sent from Method is valuable, I just don't know if it is possible, and if so, where ...

Thank you so much, Greg!!!!!

Hello, In the Report Designer we generated a Route List report. In the Report Footer section of this report we set up a Pivot Grid that sums up the Quantity and $ Amount (one column for each) for the deliveries on a specific day. The functionality of the Pivot Grid is just fine, but we are interested in formatting the Amount column; we'd ...