Method Community

Hi scottaskinosie, Yes, you always want to make sure that your are terminating your loop correctly. In this case, the End Loop Through Table action will be inserted directly after your Update Field In Table action. I hope this helps. -Audisho

Thank you Audisho! This is very helpful and I really appreciate your screenshots. I have a quick question. Do I need to end the loop at some point? 

The same issue exists on the New Activity screen

The CConditional Statement on New Activity Save Button if verifiying the Followup Status Label instead of the field.

Hi HMoore, Try playing around with your band and field sizes. If any of the data is close to the edge of the page or actually runs past the edge, this can cause a blank page to be generated. -Audisho

I did what you suggested, and now for each record I have the existing Estimate, then a 'blank' page with only the header and footer.  On the very last page after ALL of the records is one page with the paragraphs! Help would be appreciated.

I have a webform on custom website which customer fills and it drops in the CRM as leads. Now, I want to create another custom form which will have few question regarding the qualification. I also want to enable this Qualification Form for certain customers after their initial evaluation. Once customer goes through intitial evaluation, I will send ...

Hi Mahlon, Just like anything else, I can’t provide an ETA for when a new feature will be available. I don’t see a feature request ticket for this yet so I’ll put one in for you now. I hope this helps. -Audisho

[quote user="thesolarguys"] Since I am not really changing anything same QB database and same Method Tables/Data. I could not export all of the Method data into a new account and start the QB sync on the new account? Would the sync engine know a difference? [/quote] Hi thesolarguys, Method uses the ListID / TxnID / ...

Hi thesolarguys, I wrote a program to automate the process of moving data from one Method account to another. It maintains the links betwween customers, activities, activity job items etc. Fell free to give me a call or send me an email if you are interested.