Method Community

I'd like to add a button to the customer edit window where you can move to the previous or next customer in the list based on pushing a next or previous button so a rep wouldn't have to go back to the main filter screen. I understand how to add the button to the page, but having the action advance forward or go back to a previous ...

Hey Aaron, I understand your question now. You want to be able to have an array of attachments in one action result. So you don't have to hard code how many attachments there will be and it automates on the fly. This should be possible as well. I would start by heading over to the Invoices screen and take a look at the Button under the ...

The issue was "Show Only common tables"

Hi James, Once again, I’m sorry that you’re having these problems. I’ve created a ticket and informed our development team of these issues. They’ll relay this to Rackspace to investigate, although it doesn’t sound like there’s much chance of Rackspace resolving this with Verizon prior to our migration ...

Hey Scott, To confirm, for step 2 were you exporting the Contacts table? When you export that Table you will see multiple entries with the same CompanyName. - Mortaza

i am trying to export all contacts, but everytime i use Customize, Export, i only get the main contact. I need all contacts for each company. I tried to select contacts in step 3, but that doesnt give me the additional company contacts. Help. 

When we speak with our customers, one of the most requested improvements to Method has been its day-to-day performance. We are investigating and implementing multiple fixes to solve this problem.   We’ve identified that customers accessing Method using a Chrome browser may be experiencing more severe performance issues. While ...

After speaking with Method support (unfortunately I forgot the employee's name), it turns out that there is a communication problem between verizon's customers and the method servers hosted at rackspace.  Method support suggests that I call verizon to let them know that I can not connect to the method servers hosted by rackspace. ...

Hey Callum, Both the Report and Graph are filtered by the same date? Can you send me screenshots both the Report and Graph either to my email address or PM me here. To automate the update look into the Refresh Counts object on the Dashboard - you will need to create an Action Set similar. - Mortaza

Hey Aaron, As per our last thread - why not add it as a second attachment to the Send Email action? Give that a try and see if it will work in your case. If not we can further troubleshoot. - Mortaza