Method Community

Thanks! Also, how do I set reminders for activities? I'd like them to be e-mailed to the e-mail associated with the user! Can you give me directions on what "table" to edit? 

Hi BuegeCJ, I believe this is possible, however the customization required to do so would be fairly complex and isn't something I'd be able to detail over the forums. A member of our Professional Services team would be able to scope out this project for you, and perform the customization if you decide to move forward with it. Let me know ...

Hi GetRXd, You can use the Conditional Warning action to do this. Here, the Conditional Warning action is checking if the value in the Opportunity Name field is empty (more specifically, "equal to <blank>"). If it is empty, the specified Warning Message will be displayed to the user and no more actions will get ...

Hi Alex, I can't find this option in any other table than Activity, you say you have this in a custom table? - Justin

Hi pdx971, When updating a case using the Edit Case screen, you can use the Save Case function on the Save button to save the case details without adding an activity. This will prevent a new entry in the Existing Case Dialog. Alternatively, if you are adding an activity without comments (and thus ...

Hi Stephen, As Mark has mentioned above, this is possible using the Method API! Things to keep in mind -  You may have to create custom fields within the Method tables to hold your custom data (that is - if the information does not already have a home). Using the Method API, you can push data from GoCanvas to ...

Hi Matt, Not at all, I was just asking so I could get a better idea of your workflow. I'm going to create a case for one of us to reach out and take a look at this over the phone. We'll be in touch. - Justin

Hi Alex, 3) There is one action set for each of these events, when you Update or Save it will run each of those action sets once. 5) There isn't a way to populate new, blank rows in a grid directly after they've been inserted. The user would have to interact with it somehow, and you could put some actions on ...

I need some way of correcting and/or being notified when the sync engine on our company QB computer is running but no longer connected. I can't have a couple days go by where transactions are queued up and not syncing to QuickBooks. Method Support >> Is there some sort of shell script I can run to poll the sync engine and direct it to ...

Hi, Quick question about Fields. I want to add the field "LeadRating" with a dropdown that allows me to access my LeadRating table (Cold, Warm, Hot are the only entries in that table), but there is no [ LeadRating with dropdown ] field available in my fields list when I'm editing a new screen.  The standard "Edit ...