Method Community

Hi Hasan, Welcome to the Method forum! I think I have an idea of what you may be doing incorrectly. Activities and opportunities are linked to contacts (located in the Contacts table) and not directly to customers (located in the Entity table or Customer view). When you create a customer, a contact record is created automatically for you in the ...

Hi there, We are interested to use a Custom Form for the Method API. We are able to insert the contact information into the Customer Table but for the Acitvity table and Opportunity Table it is throwing error. getting the the following response when I am trying to insert into the Opportunity and Activity ...

Hi Saad, Ive sent you an email with some further notes. -Ben

Hey Ben, I have moved the character function and also the retrive value from table actions before the "send email" action, it still isnt replacing the merging field. Im not sure why its not working, is there something wrong with the settings? thanks Ben.

Hi Marty, Thanks for the feedback. I was able to reproduce the issue with scrolling to the bottom of the screen when in landscape. I've created a ticket to address this in a future beta release. If you're able to use the app on data, but not on wifi, it might be because something on your wifi connection is blocking the app's ability ...

I gave up testing on this by using "Order by" in my SQL with other workaround, so no screen for you at this moment. Yes, whenever I have "Order by" in my SQL, export to Excel fails always, and it works if I remove "Order by". --

Hi Again Saad, Thats for the Screenshots - Ive taken a look at the whole action set in your account and I can see whats going wrong here. Firstly - Your Character Function for the Users.EmailSignature action is contained After the Send Email action - It will need to be before the send email to make sure the merge takes place. For ...

the emails are still showing Users.EmailSignature,  so first I have added the "retrieve value from table" action and then added the "Character Function" to the "Properties for 'Save & Email'" step 2 of 3: Button Actions I am unsure of how to add images to this post but I have sent you an ...

Hi Saad, Thats Correct, you'll type Users.EmailSignature at the end of your existing Template, and then on the screen calling the template (ie. you estimate screen) You'll need to add a Character Function that looks something like this; Let me know if this works for you! Thanks Saad. -Ben

Hi Alex, Are you able to send me the name of the Screen you are seeing this issue on So I can take a look?  As you mentioned, the 'ORDER BY' is known to cause some issues when downloading Reports. Is the download working for you withing the Order By clause? Thanks Alex. -Ben