Method Community

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 ...

Hi Mahlon, I cant seem to recreate this on my end I tried using the record ID of a linked dropdown field and could only see what you are showing in your first screenshot. Would you be able to email me the name of the Company account and screen/table you are editing here? My email is in my signature. Thanks Mahlon. Regards, Ben

Hello! I need to be able to create a dropdown list for our customer names. It looks like it's possible, but I'm not 100% on how to properly set it up. Ultimately, we want to be able to have our customer list as a dropdown within Method AND on our web-to-lead forms. Thank you!

Hi Jason You can Display the information contained in this field as many times as you want on this screen. But Keep in mind only the information that is in the actual Field itself will be saved to the table. If you want to have the information displayed on more than one object, you could set an Action on Text Change of ...

Ah I see it...  thanks. So is there no way to have a field appear in more than one place on a screen? Or will I have to remove it from that hidden section before I can place it somewhere else?

Hi Jason The reason you arent seeing the CreatedBy field in the Toolbox on your CRM_NewActivity screen is because its actually already on the screen by default. It is Located under the Additional Info section of the screen. By default, this field is Read-Only, and will be populated with the Username of the Currently Logged in ...

Hi Jason You can do what you are describing by navigating to  the Customize tab, and clicking on the Tabs tab link. From here click on Edit Tab Links... for the Tab you are attempting to reorder the tab links for. On the Scren which pops up, you can Change which screen will be opened when clicking on a ...