Method Community

Hi There, I cant seem to replicate this on my end, Do you have Picture Objects on the screen causing the Issue? or are you trying to use the screen to upload pictures? Would you be able to message me the name of the screen you are referring to on your account so I could take a look? My Email is in my singature. Thanks! Regards, Ben

Hi Alex, I might have to take this one Offline with you. Ive sent you an email requesting a few more details. Looking forward to getting this one resolved for you Alex. Regards, -Ben

Hi Jonathan, It looks like one of the team tried to reach out sometime on Friday to attempt to coordinate a call or email correspondance with you. Perhaps its gone to your Spam box by mistake? Ill ask my team member to email you again today. Thanks Jonathan. Regards, Ben

Hi Jonathan, Is this happening on a customized screen or the stock CRM_EditCustomer screen? Are you able to test this grid on the stock CRM_EditCustomer screen (By navigating to the Customize tab > Screens and and then click on View beside the CRM_EditCustomer screen) for me and see if the Grid is not ...

Hi Greg, Thanks to John for the Suggestions, definitely some worthwhile actions to look into there. Greg, What Im assuming you are missing here that you are not using the correct RecordID when Inserting the Job Items into the Activity. When you use the Insert Records Into Table Action when Creating the Activity, The last field in ...

Hi Sarah, Ah I see, Makes sense. The Tag option is definitely a good solution there. Another way you might approach this would be to add a YesNo field (Checkbox) to the Contacts Table , and then Customize any grids displaying contacts to filter for Contacts with the field set to 'Yes'. Thanks Sarah. -Ben

Hi, While you can make a Customer Inactive in Method, its unfortunately not possible to make a Contact Inactive. Only delete them. Was there a specific reason you were Deactivating rather than Deleting? Perhaps we can come up with a workaround together. Let me know if I can be of any more assistance. Thanks. Regards, Ben

Hi Alex, Ive tried to replicate this Issue on my end with no luck. Exporting a Grid with Linked Dropdowns was only displaying the fields it should be displaying for me. Are you able to send a screenshot of the Grid fields pre-export? The fields listed in Step 2 when editing the grid? As much context as you can provide would be hugely ...

Hi Izabela, Usually this error message occurs if the Form is not recognizing the URL making the requests/addition. But what makes this unusual is that the Records are actually inserting correctly. Is this error happening for just one customer? Or can you verify this yourself when you attempt to add data? It might also be worth going through and ...

Hi Paul, What you would be looking for here is to edit the Print Template you are sending to your Customer. You would do this by downloading the REPORT DEISGNER and opening up the Print Template you are trying to edit. The easiest addition to make would be be add a Label on the Tax Line which says "CA TAX" or whatever you would like it ...