Method Community

Hello Valbon,        Thanks, that was a rather intuitive process, when laid out like that!

Hello Michael, Are there instructions available on how to do this somewhere?

Hello, Is there an option to add the ability to export data from a custom table, based on search segmentation? Example: I have a custom table layout and I want to search for everyone from New York and export that data to a .csv How would I go about doing this?

Hello Michael,      Where would I be able to find this information? Currently, I am unable to access the custom module, as well as the Sales Center and Call Center (though I didn't make changes to either of those modules.)   Thank you.

Thank you, Michael. I was able to add a new section, and insert a grid. I then edited the grid and followed the setup process, creating columns for each field, etc... Then I published and saved. However, now when I try to open the custom table with the grid, I am getting the following error:   Server Error in '/Method' ...

Michael, I'm afraid I may have lost you there. I am in the customization tab, editiing the screen -> grid, but do not see any way to add columns. Here is what I am seeing on the edit screen: If I hit the "Edit" button it opens up a window to edit the Section, but not the grid. Also, did you have a response to the question ...

Thanks, Michael. This may seem like an odd question, but how do I export the contents of the table? UPDATE: I was able to export the table, and the data I had imported was in there. However, the data exported in a strange way with contents from fields in seemingly random rows and columns. Any way to fix this? (i.e. Email addys all in one ...

[quote user="Method_Michael"] Did you create a new screen for this table / does this screen have a grid?[/quote] Yes, I created a custom screen and it does have a grid. I added the custom fields to the grid. When I check the screen, under the custom Tab, the fields all show up, but none of the data I imported is showing up. For some ...

Hello, I am new to Method and fairly new to CRM development. I am trying to switch our company over from Sugar CRM to Method (mainly due to the fact that Sugar does not work with QuickBooks), and have a few questions on how to get this accomplished with as littlepain as possible. I have exported a test "table" from Sugar. In Method, I ...