Method Community

Hi Method, When I send email by Action, does this email is sent out immediately? Or are they queues somewhere? Last Friday, me and my client are testing email for a new system, once the email button is click, email action is done correctly. But we wait for two hours to see emails. At the beginning, I thought that the system got bugs, so we ...

Hi, I do follow this rule to set/reset shared value. That is, set shared value in parent screen, update value in a popup screen, then check and reset in parent screen again.  The issue I have is: sometimes, the shared value from popup screen are blank. Or, sometimes, the shared value are modified in popup screen, but become its orignal ...

Hi Alyson, I’ll need some more details to be able to provide you with a solution. 1) What report are you customizing? If you’re creating a report from scratch, what is the base table? 2) What field is not being displayed? 3) Is it possible that the field does not contain any data and therefore, is not showing up on the report? If ...

Hi sbonner, This is something that would be much easier for us to take a look at over the phone with you. I have created a support case for you and a member of our support team will reach out as soon as they are available. I noticed that we don’t have a contact number on file for you. You will be receiving a case notification shortly. ...

Hello - just new in Report Designer. One field that I am putting in the details section does not show up. All other fields are - I can't imagine why! Thank you.

I can not seem to get calendar integration to work in Outlook. I am using Outlook 2010.  Some of my coworkers use Outlook 2013 (the desktop version, not 365).  Calendar syncing does not work in either version. I can create an appointment in outlook, and then click either 'Add to Method' or use the 'Syncronize'.  ...

Hi scottaskinosie, First off, if you haven’t watched the video tutorials on performing an import, I recommend that you watch these first. The workflow and options are explained in these videos. You can find these at the bottom of solution No. 189 in our Help Center. Second, I immediately see a couple of problems with what you are ...

Hi Jane, The values are separated by a comma “,”. Keep in mind that the Build Selection List acts as an “OR” and not an “AND”. This means that each value in the list will meet the criteria to trigger the actions in the conditional statement individually. If you would like to create an “AND” ...

Hi Alex, Shared results can be kind of difficult if not used correctly. You need to make sure that you are clearing / re-initializing them once you are done with the stored value. This usually means setting them to a blank string. You mentioned that this is occurring on some of your stock screens. What is the issue that leads you to believe this ...

Hi Fran, Thanks for your reply, this is what I would have recommended as well. I will add a couple of notes, just to be more specific. msfeld, the activity screen that Fran is recommending you customize is the CRM_ActivityList screen since it already contains a grid with the list of activities. This way you can add a checkbox to the grid and use ...