Method Community

I built a RMA screen, and placed it under the "cases" tab within my method CRM. Every time I go to update the the table or fields screen I get an Error Message.  ------------------------------------------------------------------------------------------------------------------------------------ "We were unable to ...

It would be helpful to have the ability to select the Loop option in the Delete Records from Table action in order to delete all records in  agrid whose check box is checked. This is a very minor request as tha same goal can be acheived by using a Assign Value to Action Result action in the loop to give the delete ...

Hi, Whenever I try to sort the Contacts App List Screen Grid by an expression such as "Phone & Email" and a new expression I created called "BoatTypes" the contacts app list screen throws an error. Below is the error I get. Oops, something went wrong. Please try again. If the problem persists, sign out, sign in, and ...

Hi, Recently, I keep experience a random issue,  in my "customize" invoice screen, which I tweaked from default invoice screen. The issue is, the invoice line items are created and can be found in database, however, their invoice is not created or gone, I can not found this invoice in database. After adding some logic to check ...

Everytime I get an email notification emai for a metting reminder I get an error email, somehow method is trying to send email to my cell number and I don't know how to change that. I looked under my profile and under cuztomize, users, settings but I don't see anything. Mail Delivery ...

The following updates are now live for users of Method. Features Improved App Updates to be less intrusive to end users (PL-3992) Instant notifications of sync status on QBO Sync page (PL-3794) GmailGadget | Enable Cases tab for users of the Cases app (PL-3223) Opportunities app | Opportunity Stages have Active/Inactive flag and sort order ...

It seems to be copying the screen that adds the HTML code.....even when I select a version of the screen that has a working go to link, when I go to edit that screen, it has the HTML in the go to actions.

Since I posted this, I've been trying to add the SpecialType to the CustomerList.  Every time I do it "breaks" the Go To link so that clicking on Go To only goes to a blank customer screen. It appears that the issue is in the Go To link Actions....when I made a copy of the previous CustomerList, it added HTML code in the ...

Thanks so much for your response, Adam.   They have the same Entity Record IDs, but one is a contact and one is an alt contact, so I guess they're different.  (We modfied the contacts list so it's not easy to identify that difference).   Thanks for helping me to understand! (I also added the special type field back ...

I would really appreciate a response on this. The data that I generate is sound. The previews in Method Report Designer are also sound. But the report on the Method screen has incorrect, mixed up numbers and the report format is jumbled.