Method Community

Hello Beta Crew, We're happy to announce that our Beta period is over and we've moved into Soft Launch! Woo hoo! Thank you to all of you that have provided feedback and asked questions. If you need support for the new version of Method (what you've been using during the Beta), please post your feedback and questions here. You can ...

Hi Mahlon, I did some testing and am able to replicate this behaviour. It appears that the lead (entity) record may be getting marked for deletion instead of simply being deleted as it should. A link to the lead still exists via the Entity_RecordID field even though the lead can no longer be located in the Entity table. I have created a ticket ...

Hi rpoirier, Does the email that you are sending to match the email that is on file for the contact in Method? If not, this is likely the cause of your issue, as the gadget will automatically search for the contact in Method via the email address. If you have the correct email associated with the contact in Method and this is still occurring, ...

Hi Matt, I did some testing and am able to replicate both of these issues. I have created a ticket for our development team to investigate the OnChange event breaking when the value is updated via another action. I’ll keep you posted on any updates I receive via this thread. As for the OnClick not working, can you provide me with a ...

Thank you Audisho,! I am still getting the error that it exceeds 8000 charatcters when I try and import but when I check the recurrent activity box I am able to get it to populate so that is fine. The next issue is that I cannot get the activities to add the contact and company information. When I click on the ... next to contact in an activity ...

Audisho, Hello. Inder solved our issue. It had to with user being able to see empty records and missing assignments. I appreciate help received from you and Inder. Thanks,

Hi scottaskinosie, I was able to import this field without error. I tested blanking out this field for the series record and the only noticeable change was that when I selected the series, the Recurring checkbox was not checked by default. Checking the box resulted in the recurring info populating as expected. If you want to shoot me an email ...

Hello, I rebuilt the template and deleted the original. That seemed to do the trick. There was clearly some type of link  associated with it, but not sure where or why. Seems to be working correctly now. Thanks.

Hi Chris, Here are a couple of things you can try: 1) Navigate to Customize > Tables / Fields, locate the Activity table and select Edit Table… Verify that the Automatic Reminders data looks correct. 2) If you don’t use this template on the backend of any of your screens, make a copy and delete the original. Maybe you re-used an ...

When we went to single sign-on, one of Cloud Consultancy's primary concerns where that we have multiple people working in our firm for multiple clients. We were told that best practice was to use a common email address for everyone to work in the clients accounts.  So getting logged out becuause someone else logged into another ...