Method Community

Hi Matt, I’m going to have to ask around on this one. The Transaction table isn’t a standard table and is generated using some backend voodoo. It does not appear to contain an Entity_RecordID field and this may be why your connection doesn’t work. I’ll post back as soon as I have some more information. -Audisho

Hi Jeremiah, Method New (M:N) contains a new calendar that we built specifically for the platform. We are currently working on building and releasing the necessary features required to make M:N the primary Method platform for our users. As such, we will not be releasing an updated calendar for Method Classic (M:C). If you are interested in ...

Hi Matt, Can you describe the properties of your transaction app ribbon item? I’m trying to replicate this on my test account, but it would appear the connection would need to be made between Transaction.Entity and Entity.FullName, but Entity.FullName is not available to select. If I make the connection using Transaction.Entity and ...

Hi Mahlon, I did some testing and am able to replicate this behaviour. It appears that the lead (entity) record may be getting marked for deletion instead of simply being deleted as it should. A link to the lead still exists via the Entity_RecordID field even though the lead can no longer be located in the Entity table. I have created a ticket ...

Hi rpoirier, Does the email that you are sending to match the email that is on file for the contact in Method? If not, this is likely the cause of your issue, as the gadget will automatically search for the contact in Method via the email address. If you have the correct email associated with the contact in Method and this is still occurring, ...

Hi Matt, I did some testing and am able to replicate both of these issues. I have created a ticket for our development team to investigate the OnChange event breaking when the value is updated via another action. I’ll keep you posted on any updates I receive via this thread. As for the OnClick not working, can you provide me with a ...

Hi scottaskinosie, I was able to import this field without error. I tested blanking out this field for the series record and the only noticeable change was that when I selected the series, the Recurring checkbox was not checked by default. Checking the box resulted in the recurring info populating as expected. If you want to shoot me an email ...

Hi Chris, Here are a couple of things you can try: 1) Navigate to Customize > Tables / Fields, locate the Activity table and select Edit Table… Verify that the Automatic Reminders data looks correct. 2) If you don’t use this template on the backend of any of your screens, make a copy and delete the original. Maybe you re-used an ...

Hi Chris, You must have modified the default value of the IsLeadStatusOnly field. Load your web form, navigate to Step 8 and change this value back to Checked / True. I hope this helps. -Audisho

Hi Chris, I have a few questions for you. - Is this the stock or a custom activity screen? - If it’s a custom screen, is the same email sent from the stock screen? - Is the “Send an Emal?” box in the bottom left corner checked? - What is the name of the template that the email is using? - Can you include the subject and ...