Method Community

smohyee - try this out on our standard screens. 1. Activities >>> New Activity 2. Select a contact  with a valid email 3. Scroll down and check the option 'Send an Email?' 4. Select an existing email template now… Notice that the email body pre-fills. Try change the contents of the email body by adding your own ...

Rolf, To make things easy, what's stopping you from using the retrieving for the field you are actually looking for? Using the Customer table as an example: i.e. if you want the actual text value of the CustomerType (drop down field) than retrieve that field or... if you want the record ID of that value use CustomerType_RecordID  

smohyee - great work on helping Rofl out!

Hi smohyee, [quote user="smohyee"]When defining the conditional statement, I'll select the checkbox value from the screen, and compare it ("is equal to")... what? Should I "type in" the value? What are the values of a checkbox? "Yes" and "No", or "True" and ...

Hi smohyee, When you say you entered your email server info, where are you referring to? Is this the same email that is being used to authenticate the account under Customize >>> My Account? Just to be sure can you confirm that you're not over-riding this for your username under Customize >>> Users >>> Step 2 of 10?

Innovative, [quote user="Innovative"]It looks like the Synch engine will not work if the file is in Multi user status? is this correct?[/quote] The Method Sync Engine should work the same in both single user and multi user modes. [quote user="Innovative"]Can the sync Engine be installed on several work stations at the same ...

smohyee, Yes, I was just about to respond back letting you know I had the same experience in Chrome. Thanks for the confirmation though! I'm going to create an internal ticket and respond back here with more details when I have them. Thanks

smohyee, I tried to follow along and replicate but wasn't able to. Can you provide the steps I should take? What browser are you using?    

Hi Martin, I would double check the Estimate report through the Method report designer. Take a look at the properties of the fields…specifically the options under 'Format String'. Under Currency you will see options: "$0.00" - displays in dollars with 2 decimals "$0" - displays in dollars with no ...

Hi Rolf, Before we explore this post, it is probably best if you are made aware of the Entity table in Method. The Entity table is a special table that is made up of the Customer, Vendor, Employee and Other Name tables merging them all into one table. Now, this means any fields you add to those individual tables will also appear in our Entity ...