Method Community

Hi lvelina, I'm a little bit confused -- if not blank, what results do you want the grid to show by default before you select a customer?

Hi everyone. I've drafted an explanation here to customize a basic "sales teams" workflow that will exist in Method, for your convenience. The first step is to create a field  in our tables for "sales teams". We need to store these teams somewhere, so we're going to create a table to store them. In order to do ...

JWS, I am not sure the reason why you are getting the "Invalid Code" after your screen loads, is this a pop-up error message, screenshot?  Also do you have a screenshot of your SQL Override?  The example I gave above was done from one of my accounts this morning, so I know this should technically work in all accounts. ...

JWS, I just finished creating a couple examples of the code you would use in the HTML Override, here is a screenshot of my end result (don't judge my color choices!): Keep in mind, you need you are essentially using either HTML or CSS code in the SQL Override area to make use of colors, I have provided three examples below of ...

Hi Chris, When using the Method ListBuilder feature, what you are doing is considered a relay through your mail server, Method is relaying your message through the smtp protocol.  We have found that some Service Providers by default block the ability to use this feature, also known as "Open Relay".  This could be the ...

Hi CF_Pro, First of all, i am glad you were able to get this figured out.  In regards to the hidden fields I mentioned, you are correct with your response, again I wasn't completely sure how you were using this info so yes, if you reload the screen, if the fields are hidden, this wouldn't be very useful.  I guess I was thinking ...

Hi JWS, I am sorry for taking so long to answer this post for you, I am still looking into your questions, however it has taken me some time because I have to do some testing to answer this correctly.  Please give me a little more time to work through this, I will hopefully have something for you soon.  As a hint, I know you can use ...

Hi Kenneth, I think it's best we work on this over the phone, as there's likely some other underlying issue I've missed. I gave you a ring on that phone number in your signature, but it didn't go through (that's also what we have on record atm) -- do you mind giving us a quick call whenever you've got a few minutes free, ...

Hi PeeWee, First off, thank you Kenneth for helping with this answer, I believe what you said is correct, however I will do my best to simplify this answer for PeeWee. Essentially, as Kenneth was suggesting, if you require a field to show up on a screen, which is actually a field from another table, you will have to use the "linked ...

Hi Gwen, I am not really sure what you are meaning by using "Reserved words", can you please elaborate?  Is there a certain area/screen in Method you are attempting to do this, used reserved words in? -Ben