Method Community

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.

Hi Is it possible to produce a statement from within Method - our sales team sometimes get these requests and we'd like to action them without involving the accounts team. Kind Regards Rick 

Hi Debbullocksmith, Are you sure they are duplicate customers or are they duplicate contacts? Do they both have the 'Contact' value in the first column as below? Do they have the same recordID?  If so, feel free to email me the account name and I can have a look for you.  - Adam

Hi Jonathan, If wish to email me the account name and the screen this is happening on (and enable MethodSupport) I can have a look. Though saying that, if its only happening for a couple of users, I have a feeling I won't be able to replicate it. I'll give it a go anyways.  I'm also wondering if the screen is fully loaded when ...

Hi Alex, We brought this up with the team back in November. Unfortunately, I don't believe we'll be addressing this in the Classic version of Method. We're sorry for any inconvenience this may be causing. - Adam

Hi Jack, I'll put in a feature request for this with the team. Thanks. Adam

Hi Lance, The failure you're seeing is coming from the SMTP server. It's basically saying that the open relay protocol (which is what we use for sending emails), is disallowed for your email address. Since I don't know the email server setup, I couldn't tell you why its with your email or why it happens on occassion. Perhaps ...

Hi Nikki, If you are only seeing the leads under Listbuilder, it doesn't sound like you've been assigned anything. I would have your administator double check that they are assigned. What they should be looking for is the SalesRep that's attached to the lead. It should look like the screen below (the highlighted intial is the ...