Method Community

I am trying to organize some campaigns in method and I am new at this so I'm probably just missing something obvious, but I am looking to have a list of selected "Contacts" under any given "Campaign". Is this possible? I am able to see my "Activities" list under my "Campaigns" tab but the ...

I am trying to duplicate the ability to send an email using an email template from the API instead of from within Method. I used Select_DataSetV2 to retrieve the email body from the template I wanted to use and then put the returned data in the email body field when calling the SendEmailV2. When I receive the email the body just shows all the ...

When customizing the tab ordering in the Advanced Screen Properties window, I can move them just fine with the Move arrows.  However, this is very tedious on a screeen with many fields that are all jumbled up.  Is there any way one can do this via renumbering, simiilar to what is done in the edit actions windows?   thanks, Rolf

Ok. I got it working. It was the difference between attached and detached. A detached table will load, but the same table as an attached table won't. I will keep that in mind for the future.

[quote user="pdirect"]I'll email the name to you if you provide your email address...[/quote] Sorry for the confusion, I made my email a link in the previous post but I think it was missed.  My email is c.ridgway@methodintegration.com.  Make sure to email me the full name as it appears in QuickBooks. ~C

Thanks Chad.  I had also mentioned this to Val at Scaling New Heights.

[quote user="Jason_L"]No, I don't have any filters set.[/quote] Are you able to see the grid contents outside a section?  If you want to test grid loading in section tabs, create a new screen with a few sections as tabs.  Then put detached grids into each section, publish the screen and you'll notice that each grid ...

[quote user="LaCrews"]We're currently using a series of checkboxes for user to indicate whether a grid is included or not.[/quote] I've put a request into my team here with your suggested changes to the Loop Through Grid action - I can't say when or if this will make it into Method but I'll keep you updated. ~C

No, I don't have any filters set.

[quote user="d.weigle"]I’m confused. I watched the webinar on the Outlook plug-in, and it’s very clear that there is a field for follow-up comments.[/quote] I just reviewed the webinar and you're correct, there was a field for follow-up comments but this has removed in later versions of the plug-in and Method. ...