Method Community

We have created a portal for our distributors but I have noticed that grids will not display data from a QuickBooks table unless it is linked to the portal entity logged in. If you create a portal screen and a grid which displays a few fields from the Items table in QuickBooks (for example, an item name and the quantity in stock), items will be ...

I am a new Method CRM user and  would like to know how to do the following: We would like to provide our customers a chance to Opt-out of receiving marketing emails from us.  I see the link http://urlforoptout/ and I have tried it, it works.  But I would like to know how to make it appear as an unsubscribe link.  This link is ...

I have created an estimate and I print it out, but when I try and save I get an "Error during save operation" and the only additional information is "Action Sequence Order 3"   I get the same type of error when I try and print the estimate again except that the additional information says "Action Sequence order ...

I'm trying to send out an email with details that include some dollar amounts. It seems like when I put the amounts into Action Result I can't seem to get $$$ formating. Is there some way of limiting to 2 decimal places as well as inject commas? --Cindy

Thanks so much, Mary and Adam! This is helpful and iI appreciate it.

We are still in our free trail, and I tried customizing the new opportunity screen for our business.  When I deleted the opportunity name and tried to add a dropdown instead, it saved fine.  Now when I tried to create a new opprtunity and save it I keep getting a message saying Opportunity Name is required.  I tried recreating this ...

I want to allow users to attach any document on their computer to emails generated by Method, not just documents in the DocumentLibrary. 

In building out a Statement of Account report to Customers based on the Transaction table, I have encountered an issue trying to link Entity BillAddr fields to the Transaction table.  The Transaction table accepts links to the Entity BillAddress columns.  When I try to export the Transaction table, the linked columns appear in the ...

I created a new table on a new screen with all new fields attached to the new table. I need to be able to select the entries in the new table and have the fields populate their corresponding text boxes in the lower section. I want this screen to work almost exactly like the "Equipment" tabe except with different fields. So on the left ...

Mary - Thanks for the input. Chelsea - Mary is right on the money with this.  As far as options on a Mac, one other one is to install a program like Parallels on your Mac.  This will allow you to install Windows on the Mac. You could then install and run the report designer from Parallels. - Adam