Method Community

I originally linked with QuickBooks and brought in all the QuickBook customers into method. Now I have broken the QuickBooks link and want to clear the method customer table so we are starting off fresh (without anything to do with QuickBooks). What is the best way of doing this? When I try to delete a customer in method it it still showing ...

I'm trying to add a new field, "Banner Store #" to my customers so when I type in "Banner Store #" into Field Name and make the type Integer, I get this message: Fields may only contain alpha-numeric characters.  Please make the appropriate changes.  When designing the screen you may change the ...

Hi Michael, This would be part of the action set that sends the email, before the Send Email action so that the HTML generated would be up to date. The generated HTML code would be used instead of the template. In regards to where you would place these actions, it depends on what event would trigger the email being sent (such as ...

Thanks Russell, When you say the custom looping HTML for the email body goes into an Action Result, where would that actually be in Method?  On a button or a screen or the HTML code of an email template?  Or somewhere else?  I am not asking you about the custom code itself, but WHERE IN METHOD the custom code would go to ...

Hi Robert, The Report Desinger can only use information stored in tables attached to the report being generated. In order to acheive what you are asking, you would need to write the "where script" into a field in one of the associated tables (Update Field in Table action). You would have to build the text for ...

AND IsManuallyClosed = 0  does it.   

Hi Kurt, Glad you figured it out. I'll reply to your post in case there are other users who want to accomplish this as well. Like many things in Method there are many ways to acheive this, here's what I did. To start, I strongly recommend making a copy of the CRM_CaseList_withActivities report, so you can revert to the ...

How do I print the "where script" on the report?  I need to know the "filter" criteria used to generate a report.  Thanks. 

Hi M Mehr, Greetings from Toronto! Method has the Mail Merge feature (http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Mail-merge&id=302), however this only replaces placeholders with a single field, rather than adding multiple items which you are trying to achieve. Generating an email with a variable number of ...

Hi Robert, You should use the syntax [IsManuallyClosed] == False. The Condition Editor can help you with the syntax, for example in this case I clicked Fields > [IsManuallyClosed], then the Equals symbol (which added ==), and then Constants > False. Also, I believe you want to filter on the line items rather than the sales order? The ...