Method Community

Hello! I'm trying to add a field that assigns an operations person to an opportunity when it is created. I want this field to send an email notification to the operations person when they are assigned an opportunity. I have it programmed with: 1. Start Conditional Statement >> Value From Screen >> Operations >> Not ...

Hello! I'm running an Opportunity report using the integration tools in Method. We had the programmers add additional fields to the Opportunities that allow us to enter the Vendor we purchased from, and the Cost of the purchase. I'd like to be able to output these two fields in the report, but they aren't coming up as options to add. ...