Method Community

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 ...

Hi There, If you follow the steps outlined in THIS POST you can copy reports from one account to another. Ive copied the text here (with a few additions) for convenience  To copy a template from one account to another: -Open Report Designer and log in to the account you are copying from - File > Save As - Input the ...

Could you please tell me in detailed points how to export my custom designed invoice and estimate from my previous subscription of Method to my new subscription?  I have two operational accounts at the present.  Each account is linked to a unique Quickbooks file.   I would like to use the same invoice and estimate for both ...

OK, I am working on concatenating the text together into one action result as described. Once I get it to work, how can I export that data for use as a contact list? I see only one way to send data to Excel and that's the "Export Grid to Excel." In this case the comma-delimited data is an action result variable, not a grid. Am I ...

I am using Chrome.  The issue is with the "Oppo. Data from Optimation (#729)" screen, not the general Opportunities list.

Hello, Thank you for this information.  I’m still a bit confused.  We already have a Customer field, and we have lots of customers already. So, what we want to be able to do is have a drop down where someone could choose an existing customers OR create a new customer if the customer doesn’t already exist in ...

Hi There, I cant seem to recreate this on my end. Ive added a button to the Opportunities List screen which exports the grid to an excel spreadsheet and was able to open it sucessfully. It could have something to do with the browser you are using. Are you using Internet Explorer? Would you be able to try using Google Chrome or ...