Method Community

Hello! I'm new and was trying to view the Webinar on the Field Services and it just shows up blank on my screen but I can hear the sound just fine. I downloaded the MAC Codec which was called Flip4mac or something but it just opens the file and it's a black screen with sound. I saw someone else that had the same issue but they were able ...

I know this question is proof that I have never watched your webinar on the subject. I apologize in advance. Basic questions follow: 1. Is it possible to assign more than one campaign to a name? When I import / export data I see only one column. It seems that the way it works is only one campaign per customer. Please clarify 2. The head of our ...

I'm using the Outlook plugin in Outlook 2007 on Windows 7 and after watching the webinar I noticed that there are options for syncing the Calendar that don't appear on my computer.  When I click "setup" in Outlook there are only two tabs, Method Account Settings and Defaults.  I'm using the most recent version of ...

I have installed the latest version of the Outlook Integration plugin on a Windows 7 computer running Outlook 2010.  When I open an appt. time slot in Outlook and click the add to method button and go through the steps to create an activity, the method tags do not show up in Outlook like they do in Webinar ...

Hello, Tim asks how to import a CSV file. For the benefit of the community I wanted to post this on our forums. Hopefully, these steps will clarify how exactly to correctly import your data into Method. 1) Go to Customize -> Tables / Fields and find the table you wish to import into (or create the table if it isn’t there by ...

How can an EXISTING Screen and Table association be viewed?  How can I see what Table a Screen is linked to? I can see which fields are available in the Screen Edit mode, but I cannot see which table these fields come from. In most cases the association will be obvious, but for example, there are several tables for Items, all of which have ...

I'm attempting to import into Method from an Excel spreadsheet. I downloaded the utility and watched the webinar that Ryan presented. I'm getting an error message that there is an unknown library or catalog. I'm using Windows Vista with Office 2007. When I attempt to install Soap Type Library 3.0 from the Microsoft site I see that ...

I am trying to create a report that will list all the parts that belong to a customer, but it's only showing 1 item per customer.  Is there a way to specify the join type.  i would like to use a right outer join so it will show all the items by a customer.   My master table is "Customer" and my Detail table is ...

Hi Greg, This can be achieved using SQL Overrides. The webinar HERE goes over SQL overrides in Method grids. -Michael

Angelo, The only other option is to create a Method Report. If you look at our webinar section, we have videos on how to create reports. -Michael