Method Community

Hi Chelsea- You do have options here.  The primary restrictions on your "Regular" level Method account are that you can't install apps or screens that someone has created outside your account, and you can't create your own new tables in your account.  You do have the ability to add new fields to existing tables and ...

Hi John,  You may just have to regenerate the Activity table. To do so, go to Customize>Tables/Fields and click Edit Fields... for the Activity table. Finally, just click Finished Editing Fields. If this does not clear the error, repeat the same steps for other related tables such as the Entity table. Errors like this often ...

[quote user="smohyee"]...the merge fields use the active record ID for the current screen/table the template is loaded into.[/quote] The merge is not always based off active RecordID.  Replacing merge fields relies on the Character Function action, specifically the option Replace <<merge>> fields.  Take a look the ...

Hey, I retracted my original reply there, I wanted to get into more detail on the complete process. Follow these steps here and tell me if you are still having the same issues: 1) Method:Donor is based off the SalesReceipt table we would need to add LastName as a linked field from the Customer table.  Click on the little gear ...

I want a contacts "Alt Phone" to show up in the "contacts info" section of the new activity screen.  The Alt Phone field was not on the list of fields to add on the New Activity screen, so I went to the fields/tables and added a linked field.  Named it ContactsAltPhone and linked it using Contacts and Alt phone for ...

I am still in my trial phase of Method CRM so I have the Pro version, but my company is leaning towards going with the more basic Method CRM. I am having a hard time understanding the difference when it comes to customization. I understand that in the basic version, I can't create NEW tables and drop-down lists. However, there are a ...

Hi haydenareadb, You can accomplish this using the Import / Export Tool, which you can access from Customize > Integration Tools in Method. First you'll want to export your Contacts table (uncheck the Show only common tables? checkbox), exporting the fields FullName, RecordID and TagList. ...

I would like to add a field called "industry" that is a drop down field to the entity table.  the goal is to be able to sort leads and customers by their industry designation. i am having trouble adding the field so that i can access in the leads and customer screens.  i also seem to be creating more tables that i think are ...

What exactly are the limitations of this function? Is it somehow possible to perform a more complex query... for example, to query the ItemReceiptLineItem table for created line items where ItemReceiptRecordID does not exist in the RecordID column of the Item Receipt table? Currently we are just querying both, creating temporary versions of each ...

I have been reading several post on tables, fields,screens and report designer. I am starting to under stand it but still not sure how to add a drop down box in workorder add/edit from customer equipment and have it show up on the printed workorder in report designer or have the customer equipment added in the field column on the right. This is ...