Method Community

Hi Marcelo, My Apologies for the delayed response here. This reason you are getting this email is likely because you have the 'Send SMS alerts before they are due' setting checked on Step 3 of 10 in your User settings. The way the SMS alert system works (only for some US based Providers), is an email gets sent to your Phone ...

Hi There, Ive just heard back from our team that the code fix for this Issue is now live. Are you able to confirm for me that you arent experiencing this issue any longer? Thanks! Regards, Ben

Hi Trish! Thanks for posting on the Method Forums! Regarding your mobile related styling questions, we actually have a pretty exciting aesthetic/performance update coming to the Method:New platform very soon which will likely address any issues youve been having with the styling of the Mobile version of method.  Thanks ...

Hi There Mike, My apologies for the delayed response here, I must have missed your post. To answer your questions Do I base the new screen on the Customers table? Yes, For what you are describing. The customer Table is the common element in all the things you are describing here. Im assuming that the YTDSales field would be a field ...

Hi There, Are you still recieving this error message? This can often be rectified after logging out/logging in. If you are still seeing this error, please email me your Method Company account name and Ill have a support rep reach out as soon as possible. My Email is in my signature. Thanks!  Regards, Ben

Hi There, Sorry for the delayed response here, look like I missed your reply. You can specify which templates are used for which type of task (ie Invoices, Estimates, activities etc...) by selecting the Preferences  snapshot of the App you are trying to set the DEfault template for. For example, you want to set a particular email ...

Hi again Jonathan, We had a support case open for you to discuss the issues youve been having with method, but it looks like he was unable to get a hold of you. Is there a better time for them to reach out? Thanks Jonathan. Regards, Ben

Hi Alex, There isnt a way to set a grid filter to compare the values in two columns. If you did need to set a grid filter where Column A > Column B  for example, you could create a new integer field, Column C, on this table, and populate this field using a loop through table action which performs some basic ...

Hi James, Im going to create a support case for you and have a rep reach out. Ill fill them in on the details of what weve discussed here and see whats been going on here. James would you be able to email me with the name of your method company account or a contact number? I cant seem to find you in our system based off of the email address ...

Hi Alex, The Save action is very quick, but unfortuantely not instant. The actions being processed have no delay however, which im going to assume is why you are not always getting a value in your Shared Result (ie the subsequent actions are being processed faster than the insert action).  My thought here was actually if you put all ...