Method Community

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 ...

Hi Alex, Just like any digital data, sometimes the data that comprises your screen can become corrupt. Usually simply re-publishing the screen or generating a copy will resolve the issue. In your case, since you did not make any changes to the screen and copying it resolved the issue, I am assuming that this is what happened. -Audisho

Hi Audisho, Its solved, I took the list from List Builder and its lot faster :) Thank you.

I am trying to import tables from our Method account that we began several years ago that is synching with QB Desktop to our new Method account that is synching with QB online. Let me begin by saying this has not been a pleasant experience. It is not an intuitive process, the instructions on the support page are not detailed enough to be helpful ...

One other thing with PIVOT grids, you need to place your grid in a group header, page header not in Detail section of report. 

Hi msfeld, You can do a mass delete by customizing an activity screen and  looping through an activity grid where you have either filtered for all "cancelled" activites" or with having checked all of the activities you want to delete.  as always with mass actions, especially delete, ...