Method Community

Hi Tate, The Links contained within Method that open up the Report Designer are actually download links to install the program itself. The Blank Popup screen you are seeing is a download window, you should see a file called MethodReportDesigner.application being downloaded when the popup shows. To edit your reports in the Report Designer, you ...

The documentation only mentions XML.  Is it possible to get JSON from a web service?   I searched on Google and found you can get JSON from asmx web service, but it's not clear to me if MethodCRM has enabled this feature.

HI Jim, Is this just happening for one of your Customers, Or everyone except you? Its Possible if its just happening for a handful of your customers that they have Images blocked on their Email client.   Would you be able to forward me the email your customer cant see the image on? My Email is in my signature. Thanks ...

When I am editing a report and select "Open Report Designer" the pop up window goes blank.  I have tried this on multiple pages and report objects and it behaves the same way each time.  Is there a way to get this working? Thanks, Tate

When I assign an activity to another employee I get email for me to do it. It says:  Activity The following activity has been assigned to you. It may require your attention. To view, update or complete this activity, please visit... ------------------------------- It'd be nice to get a CC which I'm assuming this is. ...

In Method Classic, when doing an activity, I can send an email to the contact. However, in Method:NEW there is no option there. Also, when I click on the highlighted link for the customer's email, it opens up the computer's email client (I'm working on an iMac so its opening up MAIL).  Please advise.

Ok, I would like to change the closing date and opportunity name of about 50 opportunities. I followed your links above  - the mayor poblem is though that I have NO IDEA what an action drop down menu is! I checked around, but didn't see an Loop through Table or Grid!

Ben -  I did upload the image the from the email template. The image displays when you go to the address. Thus, it should download with the HTML script. But it apparently doesn't. But wait, there's more. I uploaded the image again and I duplicated the template. When i send the email to myself, I can see the ...

Hi Would you be able to email me your company Account name and the screen this is happening on? My email is in my signature. Thanks! Regards, Ben

Hi Sarah, This is where it gets slightly more complicated. What you are describing is definitely possible, but there a few extra steps. Im going to refer you to THIS helpful forum post for this one. Essentially what you would need to do is create an Add New event to the dropdown, and have this action set to Show Screen in Pop ...