Method Community

Hello,     To add the column to the grid, copy the screen and open it in the screen designer.  Find the Contacts grid in the screen designer and click Edit on the grid.  Go to Step 2 of 9:Grid Columns.  Choose Field 'CustomerType' and modify the Column Caption if needed.  Click Insert Column and save. ...

Hi Shawn, First off, I apologize for taking this long to answer your post, I had to think about your options for this one a bit.  Unfortunately, I don't see any way to do this using the stock tables/fields.  If this is something you really want, then you will have to Customize the "CustomerEquipment" screen, as well as the ...

Hi Shelley, It's a little hard to know what the issue is here based off the error you are receiving.  If you have reverted back to the stock screen and are still having this issue, there could be more to it.  My first suggestion would be to first try regenerating the table you have set for the screen causing the issues.  Go to ...

Hi sjk, Technically all tables in Method support tags, if you want to add tags to your "Customer" table, you must first add the "TagList" field to your table.  I have provided you with a link here, this is our article on tags, and we make this comment under the section "Creating a tag for another table". ...

Hi nwcleaningllc, There are two different ways you can generate a web-to-lead form from within Method, you can either choose the "Basic" or "Advanced" setup.  I only bring this up because if you were to go with the default options from the Basic setup, this Contact information does get carried over to the Opportunity that ...

Hi swm023, Unfortunately, there is no screen for this table.  You can however, create a screen, base it off the ActivityInvoiceType table and design a screen to create some new options. Keep in mind that the stock FieldService_AddEditWorkOrder screen uses the original values in the ActivtyInvoiceType table for some of its functions. If ...

 Hello Meghan,     I have thought about this question.  I believe you are on the right track.   The customer would be the one who is paying, either the parent or the adult student.  The contacts would be the attendees for the camp.  The issue is if the primary contact is a camp goer or not.  I would ...

Hi Mike, Your tables look fine. I believe you just need to alter your script a little bit.  Don't use between and instead set two date ranges.  Here's an example: Customer_RecordID IN (100,101,102,103) AND (ShipDate>'Dec-01-2013 11:59:50 PM' AND ShipDate<'Dec-09-2013 00:00:00 am') Could you try something ...

Hi Mary, i believe the wording in the error message might be a little misleading here.  When the error message says "NULL" values, it is actually meaning blank values, so it is saying make sure you don't have any current records that have an empty value, there must be something in there because it will soon be a ...

Hi Jeff, Although it's possible to import activities through the Activity table, we generally do not recommend it. Activities are heavily linked throughout the entire CRM to many other tables and fields, making this a daunting task. If you do go ahead and try to import activities, I would recommend exporting the Activity table from ...