Method Community

Hello Mahlon,    I was not able to reproduce this.  Can you provide a screenshot of the error message so we can get the Error Reference code.  Also, what are you clicking when the error appears? Greg

Hello Mahlon,    Good catch.  We are tracking this issue and it has been reported.  I'll let them know you are also having the issue.  Once it is fixed, I'll post back on the forum post. Thanks,   Greg

Hello Mahlon,   Thanks for letting us know.  I am getting an error when I modify my screens to test.  Where you getting an error message on Save or was the data not updating? Greg

Hello Mahlon,    I have put this in as a feature request.  As you know, I don't have an idea on priority or time when this feature can and will be completed. Greg

Hello Mahlon,    I would like some more information.  First, what table were you using (ie. was it a QuickBooks or Method table)?  Also, was it a custom field or a standard field on the table?  Finally, was the Unique in Method:New appear to be read-only or did you get an error? Greg  

Hello grif@myredhats.com,    I checked on my own account and the Send an Email? is not currently on the activities screen.  The goal is parity with Method:Classic so I know it is on the roadmap for future feature development iterations.  If an email has come in, you do need to manually copy and paste the email into the ...

Hello Vicki,    The Contacts table is the one table that is automatically linked to the List Builder.  Check out this forum post for more info. It can be feasible using the Create Short Method URL action on the Onscreen Load action.  Take a look at the screen shot below.  The idea is to create a field on the List ...

Hello Telly.Rollinger,    Method doesn't have an automated clock that can perform actions.  You will have to have a user click a button (or some other physical action) to activate a send email action.  You can have a button that finds all the customers who joined 30 days ago and send them an email with the click of a ...

Hello Meghan,    The Method system will always create a unique Lead Name (ie. Name) for the submission.  So if John Doe was in your system and had a Lead Name of John Doe and he submits another form, he will come up as a second lead in the system with Lead Name of John Doe(2).  Leads are on the customer table and the Name ...

Hello Victoria,    Can I get the name of the screen this is occurring on?  Also, what button you are clicking that creates this error?  Let us know of any additional information that would be pertinent to the error message.  I can put it in as a ticket.  I need to know steps to reproduce so I can properly inform the ...