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Hi Viret56, I wanted to let you know that the error message posted on this thread was caused by assigning the contacts_portal to the customer table instead of the contacts table.  The screen in particular had some actions associated with the contacts table so when that was reassigned, those actions cause the error Richard posted ...

[quote user="viret56"]Could we show all the columns for the selected item?[/quote] The initial display is only meant for the first (main) field this drop down is based on.  If we were to display all three columns it would require too much space and it might be confusing if the label wasn't clear.  Those extra columns are ...

Hi Skye, Sorry for the delay in response.  The mystery deepens on this one - if the items are not deleted yet they still throw up conflicts when using them on invoices makes me thing something on those item may have changed recently.  Are there any other conflicts on the account?  Do any of your conflicts mention rebuilding your ...

Hi Skye, From the details of those conflicts it looks like you deleted items that were in use on invoices.  To correct these conflicts you'll need to either restore the items DWS MAINT-ACG-REG and DTC CC MATERIALS or remove those items from the recent invoices you used them on. ~C

Hi Rolf, Thanks again for finding this - I've sumitted a bug to our team.  If you find anything else of this nature please let us know. ~C

[quote user="syd"]do I install the plug in on each of their workstations?[/quote] Yes.  Any Method user in your company should have the Outlook plug-in installed on their workstation.   [quote user="syd"]We are using Exchange. Does that present other issues?[/quote] No - you should be able to install and use ...

Email marketing is a great way to connect with your customers and for customers to share your message with their networks.  The List Builder feature in Method, allows you to send email marketing from within Method and has now been updated with some handy new features.   Send emails to all your contacts In the original List Builder, ...

[quote user="Rolf"]This is more of an annoyance than a serious problem, but it should be fixed.[/quote] Thanks for bringing this to our attention!  I've created a ticket for our team here and will update this thread once the issue has been resolved. ~C

[quote user="thesolarguys"]I did all of the steps above but when I create a grid the field displays empty.[/quote] You've linked the tables but I'm not sure how you wanted to use this link because the data in these tables wouldn't normally relate to each other.  For example, you can add a link to the Contact field ...

First you'll need to create a link to the Activity table from Invoices so open up the Customize > Tables/Fields screen and click on the Invoices table. You'll want to Add a New Field and give it any name (this field just creates the link). Select the Field Type as a Dropdown and click Add Field. You'll want to ...