Method Community

Hi Matt, Glad to hear you've got it working again. :) - Justin

Nevermind found the issue; I didn't have the Report Designer application. Available for download here: https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Introduction-%26-Installing-Report-Designer&id=404

Thanks for the reply Justin. However I was able to solve the issue. I was missing a FALSE action in a "type in" field within a conditional warning. Which was causing an error message to pop up. Since I made the correction the credit card field now recognizes digits and is working properly. Thanks,

Thanks for the detailed infromation Justin. One more questions. When adding a customer, the initial contact is created from the New Customer screen. It sounds like I need to add Student Number to the contact table, but how do I update that table/field from the New Customer screen when adding a customer (and therefore a contact) for the first ...

Not sure if I'm missing something obvious but when I click on "Open Report Designer" when editing a report it just gives me a blank white screen.  I tried it in FireFox and Chrome; in FF the screen stays the same (just shows Step 1 of 4 of Report edit screen) and in Chrome it goes to a white screen. I've tried selecting a ...

Sorry for the delayed response; had some other things in Method to work on. I figured out how to do this and figure I'd leave some instructions for people to reference: 1. Add a loop through table action that references the Activity table 2. "Where" conditions for the loop set to grab whatever ActivityType you want the last date ...

Hi pdx971, I can't really help with this without doing a screen-sharing session, so just mention this issue when we reach out regarding your SmartVault issue. I've added it to the case notes for your case. - Justin

Hello, I have configured users to send email through our Office 365 SMTP email server. I added Method's IP addresses and the emails are being received. However, the emails are not being saved/recorded under the SENT folder within Office 365/Outlook. Has anyone figured out a way to get this to work, or is the BC: email the only option? This ...

Hi Matt, It's hard for me to tell without looking at your actions. Could you post a screenshot? - Justin

Hi Chris, I've opened a support case for this, one of us will reach out over the phone and take a look at this issue with you. - Justin