Method Community

TogsTeam- I think you had this same issue previously and it was resolved in THIS forum post. -Michael

lpierpont- When you select a contact from the Contact drop down there are actions that populate the Contact Name, Phone and Email. You can apply a similar concept with an Entity drop down but it may not be an easy task since everything is linked to contacts in Method, also since one entity could potentially have multiple contacts when you select ...

lpierpont- I just created a copy of the CRM_ActivitiesList screen and on Step 5 of 9 when editing the grid I set it to 'Editing takes place directly in the grid' and I was able to make changes right in the grid. To apply a change you should see an update button at the bottom right of the grid. Did you make any other changes to the ...

lpierport- I have been able to duplicate this issue. I will create a ticket for this and update this forum post when it is resolved or when I have additional info. -Michael

Fred- If you take a look at the loop action in the Fill with Invoice button and apply the same concept for the date range to customer you should have what you need. If you are looking for step by step instructions you would need to book some paid consulting time to go over this in detail. -Michael  

Rolf- [quote user="Rolf"] Could the subsequent action not be queued and wait for completion of the text-change actions, as I find the warning message quite easy to miss? If not, is there a way to insert a beep into the warning message to make it more noticible,  or alternatively make it substantially larger? [/quote] Currently ...

Fred- Sorry a bit of a typo on my end. I meant Action 32 not Actions 32. What I was trying to say is that when you edit the CRM_ListBuilder screen, you will have to make changes to Action #32 of the list of actions found on the Fill With Customers button to get the MemberShip expiry date from the customer table into the ListBuilder ...

Fred- One more thing to add is that if you are looking to apply some logic for example only customers whose membership expires between a certain date range you can add 2 date time fields to your screen and inStart Loop Through table action for customer filter by the  date range. -Michael  

Fred- The list builder screen is based off the list builder table, when you click Fill with customer its actually inserting rows from the customer table into the listbuilder table. What you would have to do is add the Membership expires field to the listbuilder table as a non linked field and then in the actions where the list builder inserts ...

Fred- This normally comes up when the Account Name is typed incorrectly. Can you verify again that it is correct? If it is enable the MethodSupport user and email me your account name so I can try aswell. -Michael