Method Community

Can I ask if you also received a Method notification email about being unable to send the emails?   This may be a case where users have Exchange server setup for relay restrictions.  The server comes back to us saying it couldn’t send the email due to relay errors, but actually sends the email anyway.  The thing is, since we ...

Sherrie - I'm happy you got to us when you did. Here's why... [quote user="Sherrie"]Thank you for getting back to me. Let me start by telling you my ultimate goal. I need to make a drop down menu on the add/edit workorder screen in Field Servies. I want to call it "Tech Assigned" so that when a job ...

smohyee - I don't believe this is possible right now.

Hi Andrea - to help us look into this can you please enable the MethodSupport user in your account and private email me your Method account name? Please be sure to include a link to this post in the email. Thanks you.

jnairn, Since Method CRM is contact driven all of you QB customers / jobs are also listed as contacts. What you're seeing is the contacts for the actual QB customer as well as the contacts for all their jobs listed on the one grid which is normal. If you really wanted to, you could create filters and different views for the grid to display ...

Hi Cameron - welcome to our forums. Can you recall what changes you made? This sounds like its coming from one of the scripts on the report. Did you delete any field or objects from the report by any chance? Is that the entire message you received of was there more?

Hi jnairn, Our team is currently working on Google integration but there's no ETA on this just yet. I can tell you I've seen it "in the labs" and was impressed. You can expect a blog entry and other forms of announcement about this as we get closer to release.  

Hi everyone - an update with more info for this thread. Here is the release note for the latest changes on the Import / Export tool (click here) A new Help Center article (click here) Hope this helps!

Hi Sherrie - I see this is your first post…welcome! Did you actually create a new table? Or did you add a new field to an existing table? It's important that I know this to properly help. If you created a new table (Customize>>>Tables / Fields) Method probably added a new screen which would appear under ...

Rolf, [quote user="Rolf"]When I tried to retrieve that stored value, I could choose either the field CustomerBank or CustomerBank_RecordID in the dropdown choices.  Either of those choices returns the same value; namely the RecordID of the dropdown choice[/quote]  Unless the fields contain the same value at the table level ...