Method Community

Hi Karen,  You can use the Assign Value to Action Result action to assign a script to an action result. I tested this and found that this format will work: Now that the script is assigned, you can use it as your Where Script in your Retrieve Value from Table action. Use the advanced script option and choose the action ...

I have been trying to create a couple of web forms over the last few days. All goes well until step 8. I can't edit and change any default values or set any fields to hidden. Clicking the hidden check box skips the screen to step 9. When hitting finish the final screen only shows the HTML for the header and footer, there is no body. If I save ...

I appologize in advance for the many questions but I am starting to feel a bit retarded.  I just want to add a new field to the customer screen, just something that will be in the CRM.  I have clicked on the Customize Tab -> Tables / Fields -> Customer -> Edit Fields. Then clicked Add a New Field, typed a Field Name ...

Hi Jule, What do you mean when you say[quote user="Jule"]I would like to be able to update one field in a grid while in the table. (SortOrder) [/quote] Do you mean that you would like to edit this one particular field while looking at the grid on your screen? If you haven't already, watch our Getting started with Tables and Fields ...

I want to add a field to the grid in the leads and contacts window.  I have created a few custom tables and all the others show execept the one I need. The field I need is LeadEventDate. LeadEventDate is not in the dropdown list. Here is where I am at. Lead and Contacts List - Right Click and Customize - Customize existing screen ...

Hi SalesMan, You'll need to add a custom field for this, which is very simple to do. You can even create a Custom Field in QuickBooks, that way this data will sync between Method and QB. To do this in QuickBooks edit a customer, click on the Additional Info tab, then click the Define Fields button. A new screen will pop-up(screenshot below) ...

Hi Mike, You need to first add entries to your table. You can either enable adding and editing on the grid and set the appropriate actions in the After Edit and After Add events. However, the simplest and most time efficient solution would be to add the fields in your table onto the screen, then add a Select link to your grid. That ...

Adam, The report appears to me to be saved.  I went through the save process you descirpted in the first paragraph.  I can see the report name on the list in the new Method account.  I can pull the report up in the new Method account from the Report Designer.  But the error message is telling me differently. I am attempting ...

Hello, I've got the following problem, when I'm trying to customize Customer table and delete/add fields it says that table contains some records. But actually there are no any records in my Customer/Leads tabs... How can I solve this issue. Is there any method to reset an account? or how to fix it. There are no records but some tables ...

I'm still in the trial period and am slowing moving from my "playing around" status to truly working in the application. Before I knew what I was doing, I apparently copied the CRM_EditCustomer screen to create CRM_EditCustomer(2) and CRM_EditCustomer(3).  In trying to clean up un-needed tables and screens, I'm trying to ...