Method Community

Hi Juliet, This really depends on how you wish to treat them.  If they are separate customers (you bill them separately as each buys different products or services) then I'd enter them as separate leads.  Then when they become customers, you can add them as a job of customer, with each store being a job of a main customer. If you ...

Just want clarification: It's not possible to use SQL advanced script for the "where" portions of looping through a table, right? Unlike in Retrieve Value actions where the Advanced Script option is available.

Hi James, It is possible to add new "Lead Ratings" to the existing list (Cold, Warm, Hot).  You would have to create a new screen and base it off the "LeadRatings" Table. It should look similar to the screenshot below (You can use whatever name you want for step 1, and you don't necessarily need to add this ...

Thanks John, Sounds like a good solution. Will try it. John

Hi Karen, To answer your first question, yes, if you have labelled a DatePicker object "From Date" and then use reference this "Value from Screen" it will use the date that was entered in this object.  You will have to identify in your Custom Button, which field you want this object to be applied to. ...

Just to be clear, I'm looping through the Customer table and retrieving values from the Activity table. I get the Action Sequence Order:40 Error after a while (not immediately). Again, the error says Cannot update field in table "PDF Hours". So it is crashing when trying to update the PDFHours field in the Customer table by pulling ...

Would it be possible /adviseable to add new lead rating records to the LeadRating table?   -James

Hi John, I just wanted to thank you for this post, this is a great idea.  I just downloaded this app myself, when I have some time I am going to try it out with a similar setup to what you have described. -Ben

Yes, documents are attached to certain activities. Exporting them without those fields results in good data, but I think that it's messing up updating all activities when I retrieve values from that table.

Jpauletti, I came up with a idea becasue I am having the same issue. Look in the method forum under digital signature idea. Take care, John M