Method Community

Jen,  Thank you for your reply.  Assuming that tags from the entity table have been removed as mentioned above, please see below interactions:  NOTE: Before import please make sure that all tags exist in method. The import will be successful but you will not be able to report on the tags as they won’t exist in the ...

Jen,  Thank you for your post.  Method does not allow duplicate 'Tag' names for Entities and Contacts i.e. 'Client' in the Entity TagList would have to be added to Contact TagList different in a different format i.e. "Clientjen'. This is becuase both are seperate tables and duplicates cannot ...

Dan,  Thank you for your forum post.  Could you give us some additional details:  Are you using a save function button?  What actions are behind this button? Has this ever worked?  We look forward to your reply. 

Mattohm Thank you for your forum post.  To add a select function to a grid on the screen, please follow the below steps.  1. Open the screen in the customized tab.  2. Open the specified grid in Edit mode.  3. Go to Step 2, and in the insert column section select 'LINK' in the button. (This will place a select in ...

Dan,  Thank you for your forum post.  In the customize tab select the Tables/Fields tab link and find the Opportunity table. In the Opportunity table, where the field was added, if you dont wish the 'Name' (Opportunity Name) field to be required you can un-check it there.  If you havent added pre-defined values in ...

Logworks.  Thank you for your forum post.  To rename the opt out link I would recommend the below steps.  1. Open up the EMAIL TEMPLATES tab link under your HOME tab. 2. Find and open the template that needs to be changed.  3. Locate in the body of the email where the link to the URL is and then ...

Robert,  Thank you for your forum post.  I would recommend calling Method Support @ (1-888-925-6238 x2). They will be able to login and take a look directly at your account.  Please advise if any further information is needed. 

Ben I edited the above post, there is a link to the picture now or use this link----------http://tinypic.com/view.php?pic=8z2145&s=8#.U5nwHY1dXRw You will have to create a new button and add actions to only print 'Checked Rows'. There is a good example of this in the stock Print function for Invoices. Use the print all ...

Ben Thank you for your response.  Can you move the generate Report Action outside of the loop?  If the generate report action is inbetween the loops, it will created reports everytime it loops through the table and finds a selected record.  See below example. The generate report is out side of the loop.  (See link ...

Ben,  Thank you for your forum post.  Could you clarify a few items below: What table are you trying to report on?  Is the grouping issue the main concern here?  Is your current process creating multiple PDFs or just multiple pages in a single PDF?  If you are running an action for the ...