Method Community

Hi there! We've got a customer form which on submission, creates a new Lead and associated Opportunity. For the most part, this works without issue. Every now and then, with no explanation, the Lead will create, but the Opportunity fails to. I added a hook to email me the raw API call after submission, and waited for the next failure, then ...

I tried to search for this one, thinking someone would have asked, but I couldn't find it. So forgive me if I missed it. Previously I asked about sending an email based on an action such as checking a box. That's a built-in Advanced function. Can I do the same with a task? I can't seem to find that option. So the process would go as ...

For the New Lead screen, we need to have a few checkboxes or equivalent. One is a true/false type: "Xcel customer yes/no?". This one is important as it is a field that needs populating when I import the csv file. Using my test file with one entry, I can't seem to match this field to the checkbox I have created on the new New Lead ...

I have an active case that I opened.  There are two existing entries in it with a note to email the contact on saving.  There is one case dialogue that was entered but belongs to a different case.  How do I delete a specific date/time existing dialogue entry so the customer isn't emailed this part of the dialogue?  thanks,

Dave, This is happening on my own account. It is not multi-tenant, it has been synced multiple times and I am using QB 2012. I think the problem may be the table itself in the account. If I edit the InvoiceLine table in method and then click the finished editing fields button, I get the error message An error has occurred. An email has ...

I am looking for a way that once a account manager emails a client a shipping notification that it could automatically set off a series of time delayed reminders for the account manager for follow ups. Is this possible to do with activities tab or will I have to set up the automation under the email button itself through a long series of actions ...

** The following was sent in response to this post. ** Thanks for the quick reply on this.  I checked out your links   and the font is indeed being  changed into Wingdings.  In order to print cheques, the MICR font is an absolute requirement as it generates the account number encoding on the cheque.   If ...

*The following question came in via email and was posted on our forums with a response to follow.* Looking for some pointers on custom portals. Didn’t find much in either of the documentation areas. We have a set of companies, each with a set of users. We’d like a portal where a user logs in, and is then presented the list of leads ...

[quote user="jnoneiliv1"]Any ideas?  Any security settings I need to free up on 2008 R2?[/quote] Is there any antivirus installed and can you confirm the firewall is disabled?  If the answer is no to those then I can have a look via GoTo Meeting to make sure everything is installed correctly.  Please email me your company ...

[quote user="jnoneiliv1"]What's a "distinct value"?  There's no explanation in the Actions Guilde/Online User Guide.[/quote] A distinct value is the same as a unique value.  If you wanted to selectively loop through records by a distinct value then you would use this option. [quote ...