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Hey Ben, I don't believe this is an option at the moment. When taking advantage of SQL Grid Overrides you have to keep in mind that the values you see are 'display data' only. The filters work by comparing the actual data in the fields to your query. -- Mortaza

Hey Edward, Also wanted to add: Using our 'Call a Web Service' action, you can call any 3rd party web service.  Passing the web service the record ID of the saved record would then allow you to 'Pull' the specific recordID out of Method and update an external database.   Which would ensure your software will stay up to ...

As stated, I can not find Action 81.  Can you tell me how to find it?  I have been through all the drop downs on the screen and none of them have a number 81. If there is a place to see all the actions for a screen, I have not been there.

Hi Maureen, Can you send me a screenshot of: 1) Action Set (specifically Action 81) 2) Insert Records into Table Action that is giving the error You can post it here or email me directly and we can take another look. -- Mortaza

Hey, Head over to Customize > Tabs and click on 'Edit Tab Links...' next to Contacts Portal. In there you have access to rename the Tab Link Name. -- Mortaza

Hey Alex, Don't access the DatePicker from SQL, rather first transfer the data from the DatePicker formatted into a Textbox (you can make it hidden). Then access the Textbox from SQL. -- Mortaza

Hey Deb, It is working correctly on my end. Which Table is it on the Grid that it is exporting, I can try replicating exactly how you have it setup to see if I am running into the same problem. -- Mortaza

Hey Alex, Appreicate the follow-up, I'd lean toward it being an issue with the dev build of Chrome. -- Mortaza

Hey Edward, Welcome to the Forums! And yes that can definitely be accomplished using Method:CRM. Please take a look at our API: method.me/api/ Using our API you have access to push and/or pull data into other programs. -- Mortaza

Hey, You have a few different routes to take. The prerequisite is you will need to have a Opportunity # saved first to relate to an Estimate. Thus going from Estimate to Opportunity we'll need to do a little bit of reverse engineering: First start by Saving All Sections Action to save the Estimate. (1) Using an Insert Records Into ...