Method Community

Hi Blake, The Loop Through Table/Grid actions are very useful and in this case you can set the condition to where "field" is not equal to, type in, and leave the text box blank. This will work as you want it to. - Ashur

Using the Default Field Service Calender Screen the mapping interface does not put the addresses in order like they are scheduled, i cannot seem to figure this out, any suggesstions also our calender speed is VERY SLOW especially after 4pmest every day

PERFECt  Thanks where or how did you know the item, do i search qbooks for 8000016A-1199282770

Instead of using a Conditional statement within your Loop through grid action, why not just add the condition to the loop through grid action. I just tested it and it works beautifully on my screen. You can set a 'Where' clause for EmailType:Subject and ensure it's equal to your criteria. Then instead of using Enter ...

JohnM, There was no bug on this but there is an issue where the phone number wasn't updating until 2 full syncs finished.  Your phone number may already be updated but if not you'll need to go into the QuickBooks > Synchronize tab and click the first Sync Now... button.  Let that sync finish then click it again.  After ...

YES! That's it. It's the Trans. history setting. I never thought to look at that. I don't do ANY work with QB. I don't even have it installed on my system. So I forget the data created makes it way HOME to QB eventually, but then only gets synced out to Method based on this setting. I will definitely need to create a QB export ...

Hi BlakeC [quote user="Blake C"]Is there some sort of auto data cleanup task Method has that goes through tables and deletes records that look a certain way?[/quote] There is no auto data cleanup with Method but what you might be running into is the transaction history setting.  By default we're syncing data for 31 days so if ...

Currently I have been unalbe to have the Email Type field be updated with Shipment Notification at this point. Trying to make a button that according to a word contained in the subject field would lable email type field Shipment Notification. I want this to loop through the entire grid and save it as such. Will I need to use the record ID and if ...

Hi AutumnW, Please list the actions that are used in your Save and Update links and for which Event type they are triggered, e.g. Select, Text Change, etc. If new entries aren't saving try using a button outside the grid which Saves all sections. Let me know what happens. - Ashur

Hi NeilRick, For action number three on your first button, it updates the Email Type to Shipment Notification. If you reload your screen and view your grid, is the Email Type field actually updated to Shipment Notification for that record? If so, try adding a Show Message action with unique text after each action in your second ...