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Of course that's something you can do.  Here's some advice on how to do it: On the Customer List screen, you may want to consider moving the Job of Customer field to the Address Info section (it's currently in the Additional Info section) and then set up actions that retrieve the address info from the Customer table for the ...

A user submitted the following question directly to us via email.  Since we currently handle our technical issues via the forum, it has been posted here. "I’m getting the following error under customers, activity: comments. Error^Action Sequence Order:1^The criteria to retrieve value from table did not contain a value. The field ...

If you’ve been keeping up to date with our blogs, email announcements, or have spoken to any of the members of the Method Team, you know how busy we are right now.  I’ll be honest; it’s a little nutty, crazy and exciting, all at the same time.  At times, I’d like to think of myself as a “human ...

Emails sent via Method are actually sent from the host’s server (your server).  So the server name, the email user name and password is all Method needs to access your server – and you’ll need to input the server address where the username and password can be authenticated against.  No need to access via OWA.  As ...

Field Service companies should be very excited today, especially when it comes to their office staff.  Why?  The Method Team has now released Method Field Services, which is tailored specifically to field service companies.  So what type of industries am I talking about when I say ‘Field Service’ companies? Well these ...

Hi there.  We use exchange internally and do not have POP enabled.  I recommend checking the server to see if your settings are set up to allow for authenticated users to send emails.

Hello.  It sounds like this might be related to another forum posting we have.  To quote that post: "It looks like this is a bug with the developers of the report designer component we use.  While we work to get a permanent solution, you can follow the steps below for a fix. 1.    Click on the Detail Report ...

Hi John, Thanks for the suggestion!  While our primary concerns are getting the industry-specific apps out ASAP, we are also working hard at making Method faster and more user-friendly.  I'm happy to submit your idea to see about making the table relationships more obvious! Cheers!  

Okay, so let me see if I got this right.  You went to Customize > Tables / Fields > Customer and added a dropdown field to the Customer table.  Then you went to Customize > Screens > Customer List to edit the Customer List screen and the field isn't appearing in the Toolbox to the left?  Is that right? If not, ...

Okay, so I had no problem sending out an email based on a text change using the action set that you gave me: Here's what I did: I copied the Customer List screen. Using the Text Change trigger on the Email field, I added the Send Email action. For Subject: > Type In > I entered: Sample Email. For Email To: > Type In > I ...