Method Community

Hi pdx971, This has to be done manually, since the Save All Sections action only saves information for the table the screen is based off of. You'll want to add a Textbox object (for your student number) to the screen, and add a few actions at the end of your Save button.  You can use a Retrieve Value From ...

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