Method Community

Hi Wentsi, Adding a a field to a table adds it to the database, now you can add it to screens. To do this, go to Customize > Screens. Click on CRM_EditCustom to copy the screen. Note that the default screens cannot be edited (so that you can revert to them if needed), so you should make a copy of that screen. Go ...

After adding a new field to my customers table, it doesn't show up when I try and edit a customer or add a new one. Is there something I need to do in Tables or in Screens? Thanks!

Hi cga1982, Can I ask why you are trying to do this? Customers are sync'd between Method and QuickBooks, so there is no way of having them in 1 but not the other. However you have various alternatives to this, such as filtering the customers in Method. -Russell

Russell, Maybe you can help me again - I added the field but now it doesn't show up in customers when I try and edit or add a new customer. Thanks!  

Russell, I actually figured it out and did exactly what you said too, thanks though!

Hi Wentsi, Field names may only contain upper and lower case letters, and numbers. You are trying to name a field with spaces in it and the number sign (#) which is not allowed due to the design of the database. I recommend using a field name such as "BannerStoreNumber", and then then when you display the field ...

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 ...