Method Community

@Rolf I have tested this in my Method Accounts and all my fields in the designer are coming up with both label and field names. However, if you are lookig at an object then it does not have a field, so it only shows the label If this does not answer your question then please let me know and provide some screenshots of the issue.

[quote user="Wavetec"]It took me all day but I figured it out.  What I did not know was that you don’t need to use the “where… this… is equal to… that” part of the “retrieve from table” action.  I just always needed that to match up screens before so I didn’t know ...

@Garret I believe (with the provided information) that you are on the right track to get convert a Lead to a Customer, with the restriction that the user cannot edit the Lead information. The action on the button should change the 'IsLeadStatusOnly' field. Have fun :)  

@Greg From the information given I have the following recommendations : Initially set a Result action to the lowest Call#. Loop through the Grid/Table and compare the Result against the Value of the Row If the value from row > Result then change the Result to that value  (I would record the Record ID in another Result just in ...

  @jnairn We do not recommend that you keep Credit Cards information in Method. Yes we make all possible measures available for you (https - secure website access, encryption and etc) but it will be ultimately your responsibly if you do decide to keep this type of information in your Method account. There are a variety of options for ...

@jnairn [quote user="jnairn"]I discovered how to create an action, but it's still not clear to me. I've gotten to the point where when you enter the credit card information into the field, it encrypts is as a bunch of characters.[/quote] Yes the action that you described is by design and function that way. Please find the ...

  @AutumnW Great question. We here, at Method, always try to see if any new changes will affect existing screens and customization. However, there is always a chance that future updates might produce issues with customized screens. How we deal with those cases, is to determine if the stock screen (out of the box) has the same problem. If it ...

@s.white Currently we do not have Property Management App but Method can be customized to cover your needs. Customizing your Method account will let you perform a variety of tasks which will includes: automate lease renewal, providing your tenants a portal, with a Payment Gateway, that they can pay their rent online, and other specific ...

@smohyee Sorry that I did not responded to you until now. Using our Method Outlook Plug-in, you are able to add Activities to your Method account from the emails that are sent from Microsoft Outlook. These Activities will retain the contents of these emails in its body. Because you are using Outlook to control your email traffic then the ...

@AutumnW  Payment through a Portal are using a 3rd party Merchant Service (not Method) for these transaction. I believe that there are prompt screens that come up when using these portals receive payment. However, if the user clicks on the Submit button multiple times then I can see why those transactions are charged accordingly. We have ...