Method Community

When I am editing a report and select "Open Report Designer" the pop up window goes blank.  I have tried this on multiple pages and report objects and it behaves the same way each time.  Is there a way to get this working? Thanks, Tate

When I assign an activity to another employee I get email for me to do it. It says:  Activity The following activity has been assigned to you. It may require your attention. To view, update or complete this activity, please visit... ------------------------------- It'd be nice to get a CC which I'm assuming this is. ...

In Method Classic, when doing an activity, I can send an email to the contact. However, in Method:NEW there is no option there. Also, when I click on the highlighted link for the customer's email, it opens up the computer's email client (I'm working on an iMac so its opening up MAIL).  Please advise.

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 ...