Method Community

Please see my reponse here: http://method.me/cs/forums/p/5830/21976.aspx#21976

Hi Wentsi, Adding a a field to a table adds it to the database, now you can add it to screens. To do this, go to Customize > Screens. Click on CRM_EditCustom to copy the screen. Note that the default screens cannot be edited (so that you can revert to them if needed), so you should make a copy of that screen. Go ...

Hi cga1982, Can I ask why you are trying to do this? Customers are sync'd between Method and QuickBooks, so there is no way of having them in 1 but not the other. However you have various alternatives to this, such as filtering the customers in Method. -Russell

Hi Wentsi, Field names may only contain upper and lower case letters, and numbers. You are trying to name a field with spaces in it and the number sign (#) which is not allowed due to the design of the database. I recommend using a field name such as "BannerStoreNumber", and then then when you display the field ...

Hi Michael, This would be part of the action set that sends the email, before the Send Email action so that the HTML generated would be up to date. The generated HTML code would be used instead of the template. In regards to where you would place these actions, it depends on what event would trigger the email being sent (such as ...

Hi Robert, The Report Desinger can only use information stored in tables attached to the report being generated. In order to acheive what you are asking, you would need to write the "where script" into a field in one of the associated tables (Update Field in Table action). You would have to build the text for ...

Hi Kurt, Glad you figured it out. I'll reply to your post in case there are other users who want to accomplish this as well. Like many things in Method there are many ways to acheive this, here's what I did. To start, I strongly recommend making a copy of the CRM_CaseList_withActivities report, so you can revert to the ...

Hi M Mehr, Greetings from Toronto! Method has the Mail Merge feature (http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Mail-merge&id=302), however this only replaces placeholders with a single field, rather than adding multiple items which you are trying to achieve. Generating an email with a variable number of ...

Hi Robert, You should use the syntax [IsManuallyClosed] == False. The Condition Editor can help you with the syntax, for example in this case I clicked Fields > [IsManuallyClosed], then the Equals symbol (which added ==), and then Constants > False. Also, I believe you want to filter on the line items rather than the sales order? The ...

Hi Guy, In order to display one of the fields from the customer equipment table on the work order template, the process is like this: Work orders are based on the Activities table, so you will need to add a dropdown type field to that table, which references the CustomerEquipment table. Chose the Name field to display. Add the dropdown to ...