Method Community

Hi Matlow99, What is your goal here? Is it simply to add two fields to the screen?  (1) You mention the screen creates a new contact but doesn't update the original, are you wanting to update or create a new contact?   (2) Method will not sync your custom fields with QB, but everything else should.  However, only the primary ...

Hi April, We found the issue.  On your "Last Modified Date" field, you are using "(GMT -7)" to override the default time.  This is what is causing the error in Method.  I would suggest setting the time another way, perhaps using the current time and using a math calculation to alter the time.  Method will ...

Hi April, I've taken a look, and everything appears to be in order.  I've submitted a ticket to the team to take a closer look.  I'll let you know when I hear back. - Adam

Hi Johnny, You can call other action sets from the screen, but not from another screen entirely.  If it's a specific value you want to transer, that can be done using a shared action result. - Adam

That's a great suggestion.  Thanks John!  Josh - This is on our radar, but I have no ETA on it. - Adam

You first have to make sure the calendar is shared.  Once it's shared, you should be able to search for it in the search box on the left.  Here's a Google Help Article that may help. Sharing Gmail Calendars - Adam

Actually, I'm mistaken. You can share you calendar through the Gmail app.  The gmail gadget creates a separate calendar for your Method activities, and you can share this just as you would any other Gmail calendar.  My apologies for this. EDIT: Just to be clear, this only applies for users who can sign in.  You cannot ...

Mary, Sorry for the late reply.  I'd go to Outlook Options > Add-Ins and make sure the "Method Integration Outlook Add-In" is active. - Adam

Hi, There is no function in the gadget to send an email from Method.  You could reply to the message from Outlook, and log the sent message as an activity as "Email Incoming & Outgoing" type and include both email and the reply. - Adam

April, Thanks for the suggestion!  - Adam