Method Community

I am attempting to create a button that exports a grid to excel.  However, when I select the download link I get a 404 error.  I tried adding an export to PDF and I get the same error.  I have logged in and out, republished and saved.  I have even regenerated the opportunity table it was based on.  I can't find any ...

Hi Henry, There unfortunately isn't a way to Automate the process of sending the email on sync. However you could definitely streamline the process of creating an activity for 8 months in the future through method. There are multiple ways you could tackle this, one way would be to set up a screen based off the customer table and set ...

Hi Ganesha, This is definitely possible to do through Customization. What you would need to do is first copy the stock screen, and customize the Contacts grid contained on it. While Editing the contacts grid on this screen, you will need to navigate to Step 2 of 9: Grid Columns, scrolling down to line with ...

Is there a way to hide customer emails in Existing customer contacts list?

A Ashur - Doesn't work for me. Here is the HTML code the email editor inserted (your example has 'test' mine = 'method': <td width="247"> <a href="http://www.hewittindustries.com/Pyrometer%20Gauges/pyrometers_3_inches/010-427-1X-X%20C%20Pyro%203in%200-1500F%20REV%20A.pdf"><img ...

Hi Ben, Still the same. I don't have time to work on this error, so I turn to use table-loop instead. Hopefully, there won't be any side-effect in the system. Alex

Why do date fields export as 2015-Nov-04 12:00:00 PM as opposed to something usable/sortable, i.e. 2015-11-04 12:00:00? Every time I export data using the integration import/export tool I need to run through the fields replacing Jan/Feb/Mar/etc with 01/02/03/etc and eliminating the AM/PM portion of the time entry. But when I grab these fields via ...

I entered about 50 Opportunities , but want to change the Opprtunity name and the Close date. 

Hello, My client has recently gotten set up with Method and they now need their website forms to talk to Method.  I'm using the popular Gravity Forms plugin on their WordPress site and would prefer to keep using it instead of the HTML that Method has provided.  Since the HTML provided is just a simple form, it seems like it ...

Thanks, Ben! That clears it up. Appreciated.