Method Community

Hey Pattie, We do date range formatting from the Activity Reports. Head over to Activites > Activity Report > Step 3: Add Filters > Date Range If you open that screen in screen designer you can see at around Action #66 of 'Generate Report' button how it uses that data from the Date Range on screen field. *Also wanted to add: ...

Hey, The reason for that work-flow in Method is due to SDK limitations: you can read more about it HERE. On the bottom of that article it states: It may still be possible to replicate this process using Method actions, but Method has no way of knowing what quantity is "remaining" to be sent over (converted). For example, you can use ...

Hey Pattie, That can be done using the Report Desinger, I suggest watching our 3 part intro webinar on the Report Desinger, HERE. - Mortaza

Hey John, As we're still officially in the soft launch phase for the new version of Method, there are a lot of features on the roadmap to be released. I don't have an ETA to give you in regards to Emails out of Activities but it's a feature that is defintely in the pipeline. - Mortaza

Hey, I would suggest making a copy of the Listbuilder screen and looking at the actions on the Process All button.  In the action list (at around action 23) you will see the Character Function being used and specifically the merge fields function.  What this does is it takes database terms in the email template (your merge fields) and ...

Hey Mahlon, I sent you an email, to update our thread for other members the issue has been fixed and we are waiting for deployment. - Mortaza

Hey, Sorry for the late reply. Had a chance to look at the log and I see on step 8 of 9: you have Default Values assigned for the AssignedTo fields. The default values were set to Nicole, it could not find that because Nicole on the system is is titled: 'Nicole Hull'. As per her User Name under Customize > Users. Head over to step 8 ...

Hey Afrodite, Here is the SQL Override for Year to Date Amount: SELECT Cast(ROUND(Sum(Amount),2) as decimal(9,2)) FROM viewaccInvoice WHERE viewaccInvoice.Customer = FullName AND viewaccInvoice.TxnDate > cast(year(getdate()) -1 as varchar(4)) + '/12/31' and viewaccInvoice.TxnDate < cast(year(getdate()) + 1 as varchar(4)) + ...

Hey cdvin, This one will be a lot easier for both parties to troubleshoot over a screen share with one of our Support members. Please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll be happy to take a look with you. - Mortaza

Hey Mahlon, I was able to replicate this issue. I have created a ticket for our development team, I'll keep you posted in this thread. - Mortaza