Method Community

Hi Aaron, The Assigned To field in the Outlook Plugin defaults to whatever credentials you used to sign into the plugin. If you are using your email address to sign in, you email address will populate the Assigned to field when adding a new activity/case/opportunity (which can cause issues when saving), but if you signed in using your ...

Hi Mahlon, I just tested this one out on my end and its certianly a strange one, definitely not intentional. Weve opened up a ticket for our development team to take a look into this one. It appears that there are some back-end functions that convert the numeric value to a text value (ie 5 = Friday) that are not taking place when inserting ...

Hi Sam, This is definitely possible, but can get rather complex depending on how specific you want to be with users. If you were ok with the calendar loading and show All users by default (MethodSupport user included) this is a relatively simple customization. You will need to customize the Calendar object on the ...

Thanks for the post bergyver. Definitely a handy reference to have. Im sure lots of people will benefit from this! -Ben

Hi Alex, I took a look into your account on our side and cant see why this would be happening. Im going to open up a Support case and have a representative reach out to you to investigate. Thanks Alex. -Ben

Hi Katie, Im running into this issue on my personal account as well. You should still be able to remove tags from a donation, its just not clear that you are doing so. When you click on the little tag icon beside the tag menu, and you see a dropdown of the current tags, clickon an existing one will remove it from the Donation. This is not ...

Hi Katie, Merge fields are a way of connecting data contained within your Method Database to your Reports and emails. There really isnt an imposed limit on which fields are 'Merge fields' per se, just about everything can be used as a merge field! If you were looking for a complete list of All the Tables ...

Hi TheLeaves, I just answered your other related post over at https://www.method.me/cs/forums/p/9480/31917.aspx There arent any restrictions in place as to which fields can be used as Merge. Any table/field you have access to in Method can be used in some fashion! I could really go into great detail here, as there are some caveats ...

Hi there TheLeaves, Merge fields can be a tricky one, but once you have the hang of it youll be customizing Print Templates in Method in no time! Firstly, while you certainly can customize the template through the report designer or create a new one from scratch, everything you are describing can all be done through the standard Thankyou ...

Unfortuantely we dont have a timeline in place right now for when this one will be implemented on our end. But I can say that it has certainly been a requested feature here. If you had any further questions about how to implement your Custom solution, please feel free to Post here or on a new thread and ill be happy to help out. -Ben