Method Community

 I give up - where is the download for the method report designer?

 Hey Lee, I am trying to find out the exact list of formats, I will update this thread as soon as I get it. How large is the file you tried to upload? I am also working to find out if we have a size limit for this plug-in. Try changing the file type as this may decrease the file size, I will keep you up to date!

This is a new error that has occured since the last update. When working my way through Method quickly, the speed of the page slows down, and eventually crashes (the Explorer tab just closes itself). To replicate this, try moving quickly between tabs and windows in Method.

On January 13 @ 1:00pm EST, Ryan will be taking a 2nd look at Method Warehouse. We will be looking at some more advanced features of Method Warehouse. We will be covering how to setup the MRP Calculator, as well as how to use the locations section of warehouse. Space is limited. Reserve your Webinar seat now ...

Okay, I got to the right message template. I've experimented with typing in a new field header and field name, but the formatting seems pretty haphazard, and those little <X> control gizmos are downright dangerous - I've had to quit the edit half-dozen times because I inadvertantly wiped something out. What's the trick to adding ...

 Hey Lee, From what you are saying it sounds like you have copied the EmailTemplate screen. That's not what I had in mind for editing this email. Instead of editing the screen, click on View, this will allow you to use the screen. Once you have it shown, you can select the email template from the grid, at this point you can edit the ...

  Ryan -- I can get as far as the EmailTemplate, but there doesn't appear to be any way to specify the Follow Up Activity template - I'm offered the opportunity to replace the link to the generic "EmailTemplate" with the new one, but that doesn't seem like the way to go. Am I to create a new template without any links, ...

 Hey Lee, All you need to do is edit the template that is being used on that screen. I'll start you off, under the customize tab, in the screen list tablink, you will find "EmailTemplate". The "Follow up Activity" template can be edited from this screen. In order to get the information specific to each user, you will ...

Is it possible to improve on the contents and appearance of a follow up email message? For example, we'd like to include more info from the customer record - email, city, etc. - to make the email more self-contained, and prevent the recipient from having to log in to get enough detail to act on the follow up. Thanks.   Lee Taylor

To add a bit more to the previous note, we’ve identified an issue in how times are retrieved if entries have been modified in Xora before fetching in Method.  When a user adjusts a time online at apps.xora.com, this can drastically alter the original database time, causing the entries to be missed from Xora when the user sets the ...