Method Community

Hi Murat,  Method normally allows you to add/delete fields even if there are records in the table. What exactly does the error message say? It is possible that you are getting this error - "This field cannot be deleted because it is used in one or more screens…". In this case the field must be deleted from all screens ...

Hi Keita,  I tested this here on a user with a staff role with no problems. If you have done everything the same with your staff user as you did with yourself then either the phone information was entered incorrectly or the service provider is blocking the messages. Unfortunately if the service provider is blocking the ...

Hi Marcelo,  To add/edit your activity statuses, View the screen called CRM_ActivityStatusList under the Customize>Screens tab (see the screenshot below). From here you can also label the Status Type of your new status to Cancelled, Completed, or Pending. You can also add/edit the status types by creating a ...

Hi keita,  Make sure that on your CRM_NewLead screen (or CRM_NewCustomer) you dragged your field from the Add Fields section and not the Add Objects section. The Add Fields section will link the field on the screen to the field in the Customer table. The Add Objects section will simply place a blank field on the ...

Hi Murat,  I think the best way to go about this is to first make sure Only checked rows is selected in your Start Loop Through Grid action. This way, you know exactly which records you are deleting and you don't make any mistakes. Secondly, take a look at your Delete Record From Table action. The Where field should ...

Hi Mike, If I understand correctly, you're trying to update a field based on a selection you made in a dropdown on the screen? To start, you could use the Enter Value into Field on Screen action on the dropdown field. If you make the event Text Change then it will trigger the action when you change the value of the dropdown ...

Yes. You can name it whatever you like, but "JobTypeName" would make the most sense. This forum post explains linked fields in detail if you're interested.  - Jason

Hi MikeB, If I understand correctly, you have the dropdown field JobType from the Customer table on your screen editor. Now when you click Edit, you want the Name field (NOT the FullName field) from the JobType table to be the first field in Step 4 of 6 of the dropdown field wizard. Try to add the JobType.Name field to the Customer table as ...

Hi JohnnyW,  Unfortunately this is not a stock feature, however it can be done with some customization. If you want to try and customize it yourself I would suggest copying the CRM_EditDocumentLink screen and reverse engineering the actions used to link other records such as an Activity. I would also look into the Document... buttons that ...

Hi Jason,  I hope you were able to get your grid to behave better. I looked a little further into your issue and unfortunately found that the solution I described in my last post is the only one. Improving the grids in Method is of high priority though, and we hope to make these improvements soon. - Jason