Method Community

Hi Abbie, The reason you're only able to select the RecordID for your dropdown is because it's the only Unique field in the table it's referencing. In order for a field to be used to mark a relationship between two tables, it has to be unique. If you want to directly reference by this field (thus making it ...

Val - Shelley replied with the following:   I am getting myself mixed up between the "entity" table and the "customer" table. I did log out and start to find some of my missing fields after logging back in. I am very concerned that I am duplicating fields in "entity" and "customer." When I ...

Adam, Thank you for the reply.  I have tried the stock estimate template and just now tried the stock estimate screen (I was not aware that we were not using the stock estimate screen until now).  No joy.  Also to clarify, I did not mean to imply that either Val or Mandeep caused the issue, rather I was just wondering if there ...

I just want what's easiest to pull when performing actions in activities, sales orders, potential email campaigns, etc. For example, if sending an email to a customer from an activity, I'd like to choose a template based on whether the customer wants the email in English or French. Since the fields used in creating activities (and other ...

Thanks for reporting this, We have created a ticket for this issue and I will update you once the issue is resolved.

Here's an error I get when I use your Master Tables. Failed at Context=138.  The Master table (Entity) Cannot make a relationship to a child table (CartInfo) because the tables are joined by a field (CompanyName) that does not contain a unique value.    

Hi swm023,  The “Contacts” grid that you have there is based on the contacts table. The custom fields that you added are based on the customer table. In order to be able to see these fields, you will need to link them via the entity table.  If you are not able to see the other columns for the other grids, please note the ...

Hi EricW Let me pick up on where Chris left off.  To clarify a few items -  The CreateMethodAccountV3 is utilized by our Partners to create new Method Company Accounts.  Based on the previous posts, it does not sound like this is the method you want to be using.  Rather, you should be utilizing the MethodAPIInsertV2 to insert ...

I figured out the on grid editing however I still don't believe I am actually changing that field from the Contacts table itself.  Let me know if you think I'm not understanding the layout of the tables and where the fields pull info from but the "Edit Contact" pop up screen under the "Edit Leads" link in Leads ...

Hi bcstlmo, I believe you’re going to want to use a field for this instead. If you just add a dropdown object to the screen, the data entered into the dropdown is not saved with the record. You can add a dropdown field to a work order by adding the field to your Activity table under Customize > Tables / Fields. Once you’ve added ...