Method Community

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 ...

Hi Mortaza, Thank you again.  It worked wonderfully.  However, I am unable to use the 'greater than' or 'less than' filters on the customer list for the custom columns.  Any idea what I could do to get them working? Thanks,  Ben

I did various customizations this past weeked.  All but one thing appears to be working.  On one of my customized activity screens, when "Schedule a Follow-up" is checked, and I try to save the activity, I get the following message.  "Insert Records into Table Failed.  A Dropdown field from the screen was ...

Hey, Add a Textbox on screen, then OnScreenLoad Retrieve the Value From Table and update the Textbox with the Title. It will look like this: The only other logic you will need to add to the Save buttons will be:  - Check if the Title has been modified by checking to see if it equals what's in the Title.Contacts Table. - If ...

I calculate an average of a value for a group, but it still takes the 0 into acount. Has anyone else encountered this problem? Thanks!

I wanted to rename the "Customers Document List" tab - see link below. mediafire.com/view/k52jrvt660mtdm9/MethodTab.jpg