Method Community

Bob - The CompanyName is a *linked field* in the Contacts table, which makes it read-only.  It is just a fake virtual field that is pulling from its real resting place, the Customers table. Think of ABC Company: Customer Table: Name: ABC Company Inc.  (this could be John Smith if it were a residential customer) CompanyName: ABC ...

I am trying to import Contacts into one of my users method account. I have set up the methodAPI excel sheet. I only added one line for now to test. As i run the "Import Data into Method", I get an error: "Error from the MethodAPI at row 2: The field CompanyName does not support add." Now in your webinar, I was hoping you ...

Currently there is no easy way to select an associated campaign for an activity that doesn't have an associated opportunity. For example,  I've just recieved an email from my copywriter.  I want to add it to method and associate it with the appropriate campaign. In the next revision for cases such as this, can campaign be a ...

Val - Shelley replied with the following:   I am getting myself mixed up between the "entity" table and the "customer" table. I did log out and start to find some of my missing fields after logging back in. I am very concerned that I am duplicating fields in "entity" and "customer." When I ...

Hi Shelley, What table is the screen built on? What steps did you take to get the message to appear and what exactly does it say? Are these custom fields dropdown by any chance…if so what table are they referencing? Getting this information will help us look into this for you.

Thanks for the update Amanda.  We will test it out this week and will let you know how activities to the 5 custom fields' and sync comes out.

Thanks Ryan! I will let you know if I still can't figure it out!

I do not know what I did, but I received an error message that some of my custom fields do not exist when I am in the screen that I have been working on for days. The error tells me that these custom fields are not in the table associated with the screen I created, but they are or I would not have been able to pull drag them in!  I checked ...

 Hey Shelley, I did a webinar on this a few weeks ago, check it out. The 2nd half of the webinar is about the Advanced Search section and doing some customization to it. I have included a link to the webinar below. http://www.methodintegration.com/resources/webinars/Webinar26.wmv If you want to be able to use the column headings for ...

On Wednesday, July 14th @ 1:00pm EST, Amanda Mahadeo will be reviewing some helpful topics when creating reports such as how to automatically use the company logo and change colors on reports to match your company branding. She will show you how to add calculated fields and other small tricks that will come in very handy when designing a ...