Method Community

OK, I may have spoken too soon. :/ i went through and added "IsActive" to the contacts screen. The contact view filters are all set to "IsActive" = "Yes" so I assumed that the contact I unchecked would not appear. However, the contact DOES show up. When I review their contact file, they are marked active once ...

Oh wow... it worked!! Amazing, thank you! We do snow removal. What I did was create a button that creates work orders for all of our snow removal customers for our plow run. As we never know exactly when we're going out, this way I can instantly create all the work orders for a large number of customers right before we leave for our run. ...

Hi I capture part of this editing step (it is a long list.)  http://imgur.com/9qvOn82 -- Alex

Hi Greg, Thanks to John for the Suggestions, definitely some worthwhile actions to look into there. Greg, What Im assuming you are missing here that you are not using the correct RecordID when Inserting the Job Items into the Activity. When you use the Insert Records Into Table Action when Creating the Activity, The last field in ...

brilliant.

Hi Sarah, Ah I see, Makes sense. The Tag option is definitely a good solution there. Another way you might approach this would be to add a YesNo field (Checkbox) to the Contacts Table , and then Customize any grids displaying contacts to filter for Contacts with the field set to 'Yes'. Thanks Sarah. -Ben

Hi Ben, Great question! A lot of our contacts end up moving to different customers so we don't necessarily want to lose track of those people. I suppose one workaround may be to tag them inactive? Is there anything else you might think of? Thanks much for your quick response- I appreciate you guys! Sarah

Hi, While you can make a Customer Inactive in Method, its unfortunately not possible to make a Contact Inactive. Only delete them. Was there a specific reason you were Deactivating rather than Deleting? Perhaps we can come up with a workaround together. Let me know if I can be of any more assistance. Thanks. Regards, Ben

Hi there, Is there a way to deactivate, rather than delete a contact from a customer record? Thanks in advance! Sarah

Hi Alex, Ive tried to replicate this Issue on my end with no luck. Exporting a Grid with Linked Dropdowns was only displaying the fields it should be displaying for me. Are you able to send a screenshot of the Grid fields pre-export? The fields listed in Step 2 when editing the grid? As much context as you can provide would be hugely ...