Method Community

A user emailed Method asking if he could sort the Activity grid to view the most recent activities rather than the oldest activities. In the stock Activities List screen, you can simply click on the Due On field or the Activity # field to sort the grid by those fields. If you click on it again, it will sort the opposite ...

Mike, Try this: RecordID IN (561,2274,3584) - Jason

Hi Mike,  The Customer, Vendor, Employee, and Other Name tables are all different views of the Entity table. If you change a record in the Entity table, it will automatically make the change in the Customer table (or one of the other three tables depending on the EntityType) and vice versa. The Contact field in the ...

I wouldn't say it is general knowledge but I agree that there should be a Help Center article about it. I'll bring that up with the team. There are a few more options you can use on this forum post.  - Jason

Mike, Your Entity table most likely has many more records than your Customer table. This may be why you are seeing all your customer records when you export the Customer table with all of its fields, but you are not seeing all of your entity records.  Some examples of some simple filter scripts you can ...

This email came in from a user: We are trying to add a comment section to the "schedule a follow up" button when the button is selected.  When we go into customize for that screen there is not a comments or notes field listed that we can add.  How do we add this field so it can be added to this section? The comment ...

Mike,  I think this may be the problem - The more fields you choose in your export, the less records that you will be able to export. Are you trying to export your Entity table with all of the available fields? Try unselecting all of the fields when you export and choosing only the ones you need. You may find that you will see ...

Ourcreativeteam - thanks for your input! :) justjava - we were able to solve the issue over the phone. We typed in your Method user name instead of your email address into the User field on the plug-in which solved the issue.  - Jason

Hi MikeB, This does not sound like normal behaviour. Your Entity table should have all of your Customers, Vendors, Employees, and Other Name records. Have you tried to export your Entity table? If you export it, are you still not seeing all of your customers? Try exporting your Customer table and your Entity table and compare them. To ...

Hi Juliet,  This is perfect - We actually JUST made some brand new video tutorials for importing! Click here to find them. You may leave some fields blank without any issues as long as they are not marked as a required field. To check this, go to Customize>Tables/Fields and click on Edit Fields... beside the table ...