Method Community

Hi Jschoff, Did you ever get  your exchange email to work again?  Also, I was wondering, does the Method calendar sync with your email exchange? In other words, when you create a meeting type activity on the method calendar does it automatically appear on your email exchange calendar? Lance

ello markisbond,     I got a little ahead of myself.  You have to customize the screen to get access to the buttons on a screen.  Right click on the screen and click Customize.  Then name the new screen and click Continue.  (You will be able to find the screen again under Customize -> Screens where you can ...

Thanks Greg! I'm confused a little how you got to that screen. The steps I'm taking is to: 1. Go to existing customer 2. Select the customer and clicked on "Add an Activity" 3. Type in I want to send an e-mail etc...and check the box to Send and E-mail 4. I'm at this screen, not sure where you're finding this action ...

Hello markisbond,    I'll need some more time to check this out myself as I have not done this before.  The Create Shortcut Method URL is an available action you put on a button click or focus event.  In this case, it is most likely on the button that will email the customer (but before the actual action of sending the ...

Hello Robert,     Regerate your tables. First, exit out of the screen designer if you are currently in it.  Navigate to Customize -> Tables / Fields and find three tables: Item, SalesOrderLine and SalesOrder.  For each table, click the name to bring up the field list.  Then click Finished Editing Fields.  Go ...

I need to add a filter to the Sales Order Line grid in the sales order screen.  When I enter the Item column's Advanced dialog in the grid Wizard, the 1st column value is empty.  After I add the filter I need then hit the Save & Close button, Method says: "Please select a value for 1st Column".  There is no ...

Hello afrec,      There could be several reasons why the imported customers can not be found.  There are two checks I do with customers when they can't find customers.  First, check the filters on your Customer and Contacts List grid.  The customers imported may be checked as inactive.  Second, export ...

Hello,     If the data was inputed on a customization screen or a default screen it goes to Google in the same format.  As you can probably see, you get a separate Method calendar in your Google calendar.  Also, each Method user has their own calendar and activities are only assigned to one Method user.  I took a ...

I'm trying to figure out how to track URL clicks in Method.  I can't seem to find out how.  I'm looking at the guide and I can't even find step 1.   Where am I going wrong? I am editing a e-mail template that gets send to leads to browse our pricing sheets and catalogs.  I would like it so when they click the ...

Correction, contacts is not an entity. Also make sure to separate the values of time zones with line breaks (pressing the enter key).