Method Community

Hi Sarah, Yes! This is entirely possible in method. You need to add a linked field to the Customer Table on the table you are trying to associate the customer names with. For Example, Im going to  create a table named "Cars". As the name would suggest, I want this table to have a list of Cars contained in it. Every Car has a ...

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 should ...

Tried using the recommended approach and it does not populate the value on the screen if you're just viewing it, since nothing has changed. Since I placed the duplicate field where the original one was (in the Additional Info screen), I added the action to the Click event on the "Show additional info?" checkbox, and it works ...

Ah, OK. What if I 've set the field to read-only and the user can't change it? Is the Text Change event triggered only when a user changes the text, or will it trigger if it is populated by a script too?

Thanks! It was hiding from me!

Hi,  is there a possibility to batch edit Leads or Opportunities? 

Hi Jim, Ive created a support case for one of our reps to reach out and give you a hand. I also did some investigation on the error message and turned up this; https://support.microsoft.com/en-us/kb/934387 Would you be able to give these steps a try and see if that works for you? Thanks Jim. Regards,

Hello. I am trying to find a way to have Method automatically send an email to every customer. 8 months from the date they become a customer. I undertstand there is a way to do this manually, however, i am trying to see if this is an option that would work. For example- We create a new Customer/ order in Qbooks on Jan 8th 2016. . Qbooks synchs ...

I have a long contact list. In list builder, I want to create activities in small chunks assigned to different people. After i create my first set of activities on the list and assign them to person 1, how do I create my second set of the same activites for assignment to person 2 WITHOUT duplicating the first set of activities already assigned to ...

I'm installing outlook on a machine running Windows XP and Outlook 2010. It fails. How do I get to a successful install. The install log is: Outlook addin install log The following properties have been set: Property: [AdminUser] = true {boolean} Property: [InstallMode] = HomeSite {string} Property: [ProcessorArchitecture] = Intel ...