Method Community

Hi mjlittle, If there is case dialog entered which is not set as Internal then it would be viewable by the recipient. Unfortunately you wouldn't be able to remove it from the Existing Case Dialog. You can remove the text from the activity then save it or just delete the activity, but the case dialog will not be affected by that. - Ashur

One the stock Budgets/contracts screen, when click the Select link for a budget, I am getting the error: An error has occured in the Update Field In Table action. Please verify all data being entered is correct. Additional Information Action Sequence Order:13

Hello, I’m noticing that when we leave QuickBooks and the Method Integration Engine running for a few days, it starts to run really slowly and sometimes become unresponsive. That machine is a server that has backup software that runs at night. Has anyone heard of backup software causing problems with Method and QuickBooks? I'm ...

Mario, Its definitely possible to make a document popup.  The actions you would need are the 'Retrieve value from table' and the 'Load web page'.  You would need to locate the document in your DocumentLibrary table and get the value from the Document field.  You can then place that in an action result, then use ...

Andy, I don't see a CustomerName field in my Customer table, is this a field you put in?  There's a Name field and a Customer field.  The Customer field is a dropdown box, which is what we use to link screens and tables together.  For instance, the Activity table has a Contacts dropdown that is linked to the Contacts ...

I have an active case that I opened.  There are two existing entries in it with a note to email the contact on saving.  There is one case dialogue that was entered but belongs to a different case.  How do I delete a specific date/time existing dialogue entry so the customer isn't emailed this part of the dialogue?  thanks,

Val, Have you had a chance to look into this any further?

Our system is using the MethodAPI with a custom screen but no tokenization. This is not something we'll be providing to other companies since we have plans to work with authentication tokens, which will probably be happening sometime next year. - Ashur

mlwells, This feature is already there!  You can go to Customize > Tab Groups and edit the tab group.  Step 2 of the edit wizard allows you to move the tabs.   - Adam

I'm currently trying to link the tables via the CustomerName field in the Customer table, but the only option I am getting is the RecordID field. Initially I was looking at the CustomerEquipment table because it already links to the Customer table with the rule "Displaying FullName field from the Customer table".