Method Community

Hi John, For this one its possible that your connection to the server was lost for a second, resulting in the spinning icon not going away and saving the job name.  Were you able to re-create this again? I could not re-create it on my end this time. - Adam

Hi John, I was also able to re-create this message on my end here.  I'll put in a ticket for this as well. - Adam

Hi John, I was able to recreate this on screen as well.  I've submitted a ticket and will update the thread when it is fixed. - Adam

Hi, Currently, there isn't anywhere that custom screens are posted to share or buy.  This isn't a new idea to Method, but the issue with such a place a comes down to the maintenance of the screens.  Eventually, we’d end up with a large list of screens, some good and some broken, and it would be hard to separate the two. ...

[quote user="swm023"] how can i make this so the date automatically changes to today's date for ALL my stages including the one's in "open" categories?.......It's on the EditOpportunity screen that I want the date to automatically populate when changing the stage. [/quote] Shaun, You can do this by creating ...

[quote user="jessicagoodwin"] How do I import an Excel list into my campaign list builder?  [/quote] Hi Jessica, you can import the excel list through the import/export tool under Customize > Integration tools [quote user="jessicagoodwin"] Also, how do I add another field to filter by when making an email ...

H i Shaun, What you have to do is make sure that you include the exported RecordID field when you import back into Method.  This will allow the import tool to locate the existing records and attempt to update them, as opposed to creating new ones.  Also, ensure that you have the following checkbox checked: Hope this ...

Hi Annette, Take a look at the actions on the Print Preview button of the invoice screen.  That generates a PDF of the invoice and saves to an action result.  Action results can be sent as attachments in Send Email actions.  If you put similar actions before the Send Email action on the Save & Email button, the ...

Currently, we only provide support for e-checks through ElectraCash and Authorize.NET.  It's on the roadmap, but I can't say when it might be available. - Adam

[quote user="swm023"] Hi, I want to change the wording "close date" to something else.  I don't want to change it's use, functionality, or anything else.  I just want those 2 words to read differently.   [/quote] Hi Shaun, Could you tell me what screens you are referring to?  It sounds like ...