Method Community

I got the invitation for the mobile app. I registered, then tried downloading the IOS app. I get a message Unable to Download App. Method could not be installed at this time. It gives me the option to retry, but this produces the same error.

Hi Mahlon, I too am finding this issue problematic. You may not be able to use this workaround, but I have found one that works for me. Instead of doing a Loop Through Table, I made a grid with the filtering, sort and values I want, hid it, and the ran a Loop Through Grid action on that grid, which does respect the grids sort order. Its a pain ...

Hi Ben, I have found a specific scenario in which I am having an issue. It appears, as mahlonf has postefd about (https://www.method.me/cs/forums/t/9581.aspx), that the Loop through Table Action's Order By setting does not work at all. regardless of what is selected, the results return in RecordID order. This is problematic because I want ...

Thanks Matt, Great idea.

Mahlon, A work around for the moment would be to create a report to match the columns and generate the report as an Excel file instead of pdf. It's more work than having the action available, but it might help in the mean time.

Hi Kelly, When utilizing the Method:Classic Web-to-Lead forms, what is actually generated is HTML code which you place directly onto your site. When you make changes to the template, the Code changes, and you would need to copy this again onto your site. Let me know if you are having any troubles with this and I'll be happy to help out ...

When can we get an Export to Excel action? I know we can use the import / export tool, but this is a bit clumsy because we cannot save the columns or filters for repeated future exports.

If I create a webform and post it on my site, and then go back to Method and update the internal email template and/or receipents, do I need to go back and update the webform on the site? Nothing on web form UI was changed.

Hi Steven, The URL will take you to the screen and open the customer record as long as you are passing a valid RecordID for that table and screen. How are you retrieving the RecordID? If you are getting it directly from the Customer List screen, then you'll want to use the Entity RecordID, as the RecordID is for the Contacts table. There is ...

Hi, I was wondering if any one uses method:crm for their construction company and if you had any pros and cons about using the system? I want to make sure it is a good fit for our company, so I am curious as to how it integrates into another remodeling or construction business.