Method Community

Hey, Thanks for the response Maureen. Deb - Please take a look at Maureen's reply and try that. Follow-up if you are still having the same errors. -- Mortaza

All, We would like to periodically send e-mail campaigns to people who have purchased something from us. The list builder does allow you to create a list of only those in the Customer table, but that table includes people who may not have actually purchased from us (received only an estimate/quote, converted to customer but not taken rest of ...

Hey Lance, Try this link: https://www.youtube.com/watch?v=_AnvoII55U0 -- Mortaza

Hi Mahlon, Are you still receiving the same error? If so can you please email me over the Company Account so I can take a further look from my end. -- Mortaza

hi Deb,  looks like you are looking at the screen load actions.  I found my problem in the save button actions.  There is an action near the bottom called something like insert records into table.  If you click on edit for that action you will find a spot where it is trying to insert something into the priority field of the ...

When do you forsee roles being available in a table?

the link doesn't work

The Roles screen allows the user to add a Role.  What is the perposes of this? I don't see a way to use tha role. There is not role table to access from an action. There is no way from an action to access the users assigned role that I can see.

Does anyone have a quick and easy way to create View Only Rights for a sceen? Like the invoice screen, Sales Order Screen, Estimate screen to name a few. Currently, I'm doing it like this: 1. On screen load check the users roles  2. If they fit the criteria call the action set that has a ton of disable field actions plus a hide ...

I'm trying to access the report designer from an account that is strictly Method New. I get this error. How do I proceed?