Method Community

Thank you!

Hey Jason, On my end they seem to be filtering correctly. For testing purposes I setup a Filter by TagList to test. You can do that on your end by: In my example I am using a TextInput value on Screen titled 'TAG' Do your Tags have special characters by any change? Or spaces? Also in regards to the search accepting partial ...

Hmm... OK, this was my mistake. I am not sure why, but I was trying to do the import update into the Contacts table and not Customer. I tried a test update on one record into Customer and it worked just fine! Thanks again.

Hey Jason, Just so we're on the same page: You originally imported Leads into the Customer Lead table with no Campaign listed. You then exported the Contacts table to update the Campaign they're listed under and received the read-only error. If the original import are still Leads, will exporting the ...

Hey Jason, An option you can take is creating a Grid based off the Received Payments Table. On the Grid you can have field: Customer which will show you a list of all Customers that have Payments against an Invoice. Now taking this route you will notice you have Customers listed more than once. That is because a Customer can have ...

 It would really be nice to be able to select styles in the HTML Editor like we could in M:C   I know I can edit the HTML but its alot more work

Any updates on this? Here are a few examples from my Solutions App. This is what it looks like in Edit Solution. This is from View Solution   This is from the Solutions List grid     Update on 10/14/15 Any updates on this?

The following updates are now live for users of Method.  Fixed issue with pushing new tables & fields when publishing an App (Ticket AS-1314)   Fixed issue preventing users from opening Donation Preferences & Donor Pages (Ticket AS-1297, AS-1198)  Fixed issue preventing users from editing the portal navigation ...

Is it possible for the sort order & notes  in a “series” (in the work order list) should change the “occurrences” associated with the “series” as well as keep previously added occurence notes. “Occurrence” notes should be overwritten when new dates are generated or service dates are ...

When conducting a search in the Lead or Customer grid using the "Tags" column header search box, it does not find all of the records that contain a particular tag. I understand that having a second filter applied could cause the issue, so I am entering only a search for that tag and applied no other filters. When I choose the ...