Method Community

[quote user="Method_Michael"]Matt's suggestion should work, another option could be to move the word document contents into our report designer and use that.[/quote] Now I have a real bonehead question - accessing my Report Designer. I got all excited about using it to generate letters from existing templates, then I was ...

[quote user="Method_Michael"]Matt's suggestion should work, another option could be to move the word document contents into our report designer and use that.[/quote] Thank's Michael.  I'll look at the report designer. With Matt's suggestion, I was starting to wonder if Rube Goldberg was on your design ...

Is there a way to generate a Microsoft Word document using Customer fields from Method? I need to generate printed letters with our logo, etc. for certain customers using templates I created long ago in Word. Thanks, Fred

I set up Method to track a membership (currently 5,000 members) organization. I want to use an email to notifiy all the members with upcoming membership expirations to renew their memberships.  I have customized by Customer table to include the new field and have created an email template for renewal reminders. Is there a ...

Thanks Michael! Fred

Attempting to add Authorize.NET as a Payment Gateway.  Method requires entry into "Transaction Key" field (after Login ID). There is no corresponding field in Authorize.NET.  When I log into Authorize.NET, I have Login ID and Password fields. What am I missing?  Or does Transcation Key = Password ? Thanks, Fred

[quote user="Method_Michael"]Try logging out and logging back in. Sometimes when you initially replace a screen it still references the old screen if it's already been loaded. [/quote]  That did it! Thanks! Now, for my next trick, I'm going to try and import data into the new fields from a CSV file I exported from my ...

[quote user="Method_Michael"]Try logging out and logging back in. Sometimes when you initially replace a screen it still references the old screen if it's already been loaded. [/quote]  That did it    

I created new fields for my Edit Customer.  I made a copy of the Edit Customer and added my new fields. I published and saved. I double-checked to make sure my Tab was showing the new screen. However when I opened up my customer list and clicked on "go to" for a customer, all I got was the original Edit Customer ...

[quote user="Method_Michael"]After adding the new fields to the Table you will now need to add the new fields to your screens. You will have to make a copy of your customer screen and drag the newly created fields onto it.[/quote]  I managed to set up the new screeen and "publish" it and make sure the tab directed to the ...