Method Community

Hi, I have realized the mistake in my instructions to you, the Lead List grid is based off the contacts table, so the tags are not showing because they are not connected to the customer table. The good news is that it is a quick fix: 1) Go to customize -> Table/Fields -> Contacts 2) Choose "Add a Linked Field"  3) From ...

Marwan, Your instructions were very explicit and descriptive. However, after successfully customizing the tabesl/fields and the customer/lead screen, the tags are still not able to be imported with the integration tool. I am going to send you screenshots directly to your email address that shows that I followed your steps correctly and how they ...

Hi Marcelo, Are you referring to Statement Charges? They can be created using the Customers > Statement Charges screen in Method. Hope this helps. - Justin

Can statements be created from Method?

Hi Marcelo, Have a look at this post. There, I explain how to use the onClosePopup screen event to take a Shared Result returned from a popup and use it to auto-populate data on the current screen. It uses the New Activity screen and its Contact field as an example. Hope this helps. - Justin

Can you point me in the right direction, or tell me where can I read or watch where explains something similar to what I want to do. When I purchase a Lawn Mower, I want to enter the bill, in the item field, click and the fixed item screen will pop up, enter all the info for the new item (all my equipment is entered as a fixed asset ...

Hi Eliza, Please go to Customize > Users in Method and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me know your Company Account Name, as well as the name of the dropdown ...

Hello Again,  Still working on this. Thank you for your assistance! We were able to find the tables and add the appropraite fields - However we are unable to view our additions to the field names under the correct drop down. Are we missing a joining/publishing step? I have a screen shot but it wont paste here - under field ...

I feel the pain Matt. 

Thanks for the update Audisho. I wish you had better news. It's difficult to get much of anything done without something as basic as loops.