Method Community

Hi Mike, In regards to Errors 1 & 2, I am not exactly sure what is going on here, this could be an issue with the screens not generating correctly, and possibly the tables.  There is a quick way that you can regenerate specific tables from within Method.  First, double check what tables the screens you are having issues ...

Hi Katie, Merge fields are a way of connecting data contained within your Method Database to your Reports and emails. There really isnt an imposed limit on which fields are 'Merge fields' per se, just about everything can be used as a merge field! If you were looking for a complete list of All the Tables ...

Hello Dave,   There is no documentation for specific tables.  Most of the imports I have seen users do is with customers and leads.  I do see some for activities and opportunities.  There is a common process to do this to do any imports. 1. First find out what fields are mandatory.  Go to Customize > Tables/Fields ...

Jen,  Thank you for your reply.  Assuming that tags from the entity table have been removed as mentioned above, please see below interactions:  NOTE: Before import please make sure that all tags exist in method. The import will be successful but you will not be able to report on the tags as they won’t exist in the ...

Hi Juliet, Please look below for my follow-up to your questions.  1) You can always increase the size of characters for each text field from the table the field resides in.  In this case, go to Customize->Tables/Fields.  Locate the Customer Table, and find your custom "Competition" Field (refer to the 1st ...

David - The field name for the Vendor contact is Contact. So if you utilize this as a merge field for your email template, you should type it out as Vendor.Contact. Again, to get a better understanding of the names of fields in tables and the data stored within them, Mary's suggestion is the best answer. Simply export the appropriate ...

[quote user="thesolarguys"]I did all of the steps above but when I create a grid the field displays empty.[/quote] You've linked the tables but I'm not sure how you wanted to use this link because the data in these tables wouldn't normally relate to each other.  For example, you can add a link to the Contact field ...

Hi Navitha, In the email template, you can retrieve the data from the Method tables by having merge fields which will allow you to have values from tables appear in your e-mail, such as a customer's name, the total amount due on their account, or the e-mail signature of the user sending the e-mail. There are two steps to setting up merge ...

James- If you are looking for List Builder it is now under the Campaigns tab. In Method you can't convert to Word but you could create a PDF(Report) using the Method Report Designer based on the SalesOrder table and use the new tables you created as detail tables for the Report. To actually generate this report you would use the Generate ...

Michael, Just to follow up, for any other users reading this.  Another way to keep the same security across multiple portals is to create separate username and email address fields.  So if you want 3 separate portals for your users, you would ...