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Nicole-
Is there any more to that error message or is that the full message?
Can you try the following as well:
Open Internet Explorer
Click Tools > Internet Options
Click Security tab.
Click Trusted Sites
Click Sites
Enter https://methodintegration.com in the Add this website to ...
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Leah-
What merge fields are you trying to use? Which screen are you trying to Merge them from?
If you are using list builder it currently only supports merging of fields from the ListBuilder table and the Users table.
-Michael
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After saving the add-in the my desktop and beginning to Run for installation, I get a message that reads: "Installing Certificate... Failed to install certificate." I can't get any further. Help?
Nicole
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When creating a mail merge e-mail campaign, I experience trouble in identifying the run a Character Function action. Could someone help with this?
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Shelley-
This can happen in situations where drop down fields aren't required fields. I have put in a ticket to address this further.
-Michael
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Dan-
The CRM_LeadList list screen and the CRM_EditLead list are based off different tables, the CRM_LeadList screen is based off the Contacts table and the CRM_EditLead screen is based off the Customer table.
To get the fields you added to the customer table into the contacts table you can link them.
Go To Customize > Tables / ...
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swm023-
When you add a new field to a table (In this case the customer table) it should show up in the toolbox under Add Fields for screens based off that table.
-Michael
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smohyee-
You can do something simliar for Sale Orders but when you create a Sales order you don't assign it to a contact you assign it to a customer at least on the standard Method screens it works like that.
-Michael
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I am exp0orting the data using the methods action. I am having the EST time zone setting on my machine, but still i am facing the problem.
This is not happening with all the records. it is giving the problem with particular records. Does the time zone setting in the client machine have any problem, because i believe this should take the ...
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Without knowing the inner technical workings of how Method develops it's stack, I could only speculate on efficiency. In our case, either way it's a lookup...whether it's through a linked field (your solution) or looking up the information upon Item selection (mine).
The linked field is a better overall solution b/c it doesn't ...