Method Community

Michael: I disagree on a couple of points - the primary one being your suggestion that the data 'crossover' was a display-only problem. The issue of whether the contacts were linked to the correct customers is a secondary one, and may well be a display problem. However, the primary issue was that the contact information - specifically ...

Hi Lee, As discussed in our email exchange the issue with contacts is only a visual issue of how it was being displayed on the grid (It is not corrupt). The contacts are still all linked properly to the correct customers. There was another issue that was brought to light where the employee that a sales rep was assigned too had changed but as ...

HI Matt, Currently there is no means to send automatic emails to customers letting them know in advance that they have a service scheduled but through the use of actions you can create a button that will send an email to a list of customers. One of my recent customizations was re-engineering the Email Work Orders button found on the Work Order ...

HI Ian, The Update field in table action does not support built lists. You would have to use it in a loop and update one record at a time. The reason why you received an error message when using = is there was no match and no field was update since no invoice number = "001121, 001122" and when using <> it updates all record ...

Hi Method Team, Can method offer a solution for my task? I want to create a calander with reocurring services for customers and as each service approaches I would like to send an automated email reminder of the coming service date to the customer. I am aware of how to use the calander to create the reocurring services and have the services ...

Any update, folks? I don't want to hamper your debugging and investigation efforts, but I'm coming up on the end of the month, when accurate reporting is critical. Since I haven't heard back, I assume you still don't know what happened - that is, how a couple of Contacts ended up in the Employee and Sales Rep tables. If it ...

I was wondering that is there way to make criteria accept like a list of value instead of single value. or there is anyway method can support regular expression.

the value i entered in criteria is multiple invoice number and it joined with comma like "001121,001122" and I want to update a Yes/No field in those invoices. when i test it with "=", it show me an error message. when i using "<>", it update  field in every invoice to "yes" which is the value i ...

Ian, Can you let me know what information you filled in for the action or send me a screenshot of what you filled in to m.melo@methodintegration.com -Michael

Thanks Paul.  Always a second set of eyes will do the trick. I have been staring at this for at least an hour