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  • Re: Exporting customer info based on two tables

    Hey, You would have to relate the two tables, which will allow us to add Linked Fields from your software Table onto the Customer table. Start by adding the &#39;software version&#39; tables RecordID as a dropdown to the Customer table: on the next step choose the correct Table and your option will be RecordID. Now that we have ...
    Posted to Method:Classic General Q&A (Forum) by Method_Morty on 08-31-2015
  • Re: Exporting customer info based on two tables

    The Tags suggestion is interesting, but this particular search is a one time request. It would be overkill to go through the whole process of importing tags when they would only be used this one time. It would be more useful to set up a new screen where I could search the customer records for certain criteria and the registrations table for other ...
    Posted to Method:Classic General Q&A (Forum) by StWilson3 on 08-31-2015
  • Re: Square Credit Card Processing

    Hey, I went ahead and created a new feature request for Square as a payment gateway option. I&#39;ll keep you posted in what I hear back, on this thread. - Mortaza
    Posted to Method General Q & A (Forum) by Method_Morty on 08-31-2015
  • Re: Exporting customer info based on two tables

    Hey, You have a few routes to take here are a couple: &gt; Use our built in TagList to tag your customers with their software versions/country of residence/other information. Then using the ListBuilder you can filter by Tags: It will then create a Grid on the fly with a list of the Customers that fit the filter and you have an option to ...
    Posted to Method:Classic General Q&A (Forum) by Method_Morty on 08-31-2015
  • Re: Email Error

    Hey Mortaza! I tried to add the IPs to the EAC and our email still isn&#39;t working. Could you think of anything else that would be causing this error? Thanks!
    Posted to Method:Classic General Q&A (Forum) by jsautel on 08-31-2015
  • Re: Google Calendar Sync issues

    Hey Maureen, We have had a few cases with Users facing similar issues. I would recommend you give the Support line a call and show them the problems over a screen share. Allowing them to further troubleshoot and/or create a ticket if needed. Please give us a call on the Method support line at 1.888.925.6238 x 2 and we&#39;ll be happy to take a ...
    Posted to Method:Classic General Q&A (Forum) by Method_Morty on 08-31-2015
  • Re: Cancel account

    Hey Charles, If you want to email me your Company Account, I can have your Account Manager reach out and assist. (my email is in my signature) - Mortaza
    Posted to Method General Q & A (Forum) by Method_Morty on 08-31-2015
  • Cancel account

    How can I cancel my subscription to Method:Donor?
    Posted to Method General Q & A (Forum) by charles on 08-29-2015
  • Google Calendar Sync issues

    Good Morning, &nbsp; I am having repeated issues with Google Calendar Sync.&nbsp; It will work for bit, but then 2 out of my 4 users stop syncing. &nbsp;The profile says something about the credentials. &nbsp;We disconnect the google acct and it does disconnect, but we get another error message when saving and closing the profile, (though it ...
    Posted to Method:Classic General Q&A (Forum) by Maureen on 08-29-2015
  • Square Credit Card Processing

    Is there any chance of adding Square as a payment gateway in the future? It&#39;s a great easy system to use in the field and is gaining in popularity. I&#39;ve even seen the card&nbsp;readers being sold in a shoppers drug mart!&nbsp; It would be great to use it within Method, if possible.
    Posted to Method General Q & A (Forum) by GroGreen on 08-28-2015
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