Method Community

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 ...

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 ...