Method Community

Hi Justin, Your recommendation worked for the first issue, thanks for the quick response!  Hopefully, you have a solution to my second use case as well... I then need to make one more screen (grid)...      // Show a customer a list of every part they have purchased, along with serial numbers, linked ...

Is Method NEW slow today? Taking 5-6 seconds to open a Sales Order in the list.

Got it, Added the Stop Processing More Actions and switched over to sort by Descending; everything is still working and it should ensure future performance with increased records.   Thank you! -H

Ok, that sounds like a reasonable solution.  I'll try it out and let you know if it doesn't work for me.  Thanks!

Hi Craig, The easiest way to do this would be to put a regular Dropdown object on screen, referencing the LeadStatus table and LeadStatus field on step 4 of 6 of its configuration wizard. You could then add an Update Field In Table action to your Save button, using it to update the Customer table's LeadStatus field where the ...

Hi GetRXd, You can activate Email Reminders for activities by navigating to Customize > Tables / Fields and clicking Edit Table... for the Activity table in the list. These reminders will be sent 15 minutes before the time of the activity. Conditional Warning is an action in the action list. You can add it to any ...

Hi swm023, I assume you're using QuickBooks Online? We currently don't have access to add or modify employee records in QuickBooks Online, so that's why the table has been left out of the Import / Export Tool's Import function. - Justin

Just writing in response to the tech support I talked to a few mins ago. Their is another record in need restored too. Customer name Amy C, entity recordid = 1423. Customer Geoff D, entity recordid = 1560 Thanks

Hanley, You should be able to sort your loop by RecordID - Descending. In conjunction with looping only for records that have ActivityType = DesiredActivity, this should return the most recent DesiredActivity before anything else. You could then insert the value to your Textbox and use a Stop Processing More Actions action to prevent ...

Thanks for the clarification.   It doesn't sound like a very efficient process so I guess I'll take a look at it again to see if I can have it identify the most recent record faster.  Unfortunately, I don't have a lot of records to test this out with so I can't confirm whether or not the current process is going to cause ...