Search results by user ID 5588

Re: Recurring Events

CarolOliver — Fri, 04 Oct 2013 20:20:16 GMT

Jason,

Thank you SO much! I did not realize this. It makes perfect sense now!

Carol

Re: Recurring Events

CarolOliver — Thu, 08 Aug 2013 05:11:16 GMT

Is there any update for this issue? I am having the same problem.

Carol

Re: YTD Sales Field

CarolOliver — Thu, 11 Oct 2012 20:29:51 GMT

Michael,

I was trying to get the YTD Sales into a grid for a client... So I copied this SQL override into the customer list grid balance field but I'm getting an "error generating the grid." I'm doing something wrong, I am sure. Can you make a screen shot of the advanced screen for the balance field in the grid design and let me see what you're doing? I suspect it's that I've selected the wrong table...

BTW, I am using the Old customer center because it is based on the customer table and not the contact table. :)

Best regards,

Carol

Oulook Plug-In for the MAC?

CarolOliver — Wed, 19 Sep 2012 18:35:03 GMT

Is there an Outlook Plug-In for the MAC? I have looked but cannot find one.

Thanks.

Carol

Re: Nested Conditional Statements in Actions?

CarolOliver — Sat, 28 Apr 2012 17:29:31 GMT

I eagerly look forward to it.

BTW, I am a HUGE Method fan already and I've only been working with it since early April. Love it, Love it!!!!

Can you recommend a good book on VB that will ramp me up on the scripting?

Thanks.

Carol

Re: Nested Conditional Statements in Actions?

CarolOliver — Fri, 27 Apr 2012 18:29:44 GMT

Paul,

I tried that but it isn't enough information. I want it ALL! Isn't that just like an CPA? "Show us ALL your stuff..."

Carol

Re: Nested Conditional Statements in Actions?

CarolOliver — Fri, 27 Apr 2012 17:51:09 GMT

Garrett,

Great question! I'm looking forward to the answer.

I learned a lot from examining the Actions on the "Save" button in CRM New Opportunities screen. But it didn't have anything like your multiple conditions...

I wish there was some way to print a report showing all the Actions on a button (and setup detail for them.) I've resorted to screen prints, modifying in Paint and copying to Word to create documentation of something I've done but it is hardly a satisfactory solution. Also, ALT-PRTSC does not grab just the active window in Method like it usually does in other products; it grabs the entire screen - hence the necessity for the clean-up task in Paint.

Carol

Re: Nested Conditional Statements in Actions?

CarolOliver — Thu, 26 Apr 2012 14:17:33 GMT

Thank you!

Carol

Nested Conditional Statements in Actions?

CarolOliver — Thu, 26 Apr 2012 02:53:59 GMT

Greetings.

I need to create an Action to occur based on the value selected in a dropdown field. If the selection is "Closed", then I need the Action to do one thing and if the selection is "Won", I need it to do something else.

Bottom line: How can I nest Conditional Statements together? (Like an "if, then, else" statement).

Is there an example in Method CRM to which I can refer?

Many thanks,

Carol

Re: Method Report Designer - Creating a Variable

CarolOliver — Wed, 25 Apr 2012 20:15:30 GMT

Thanks SO much.

Carol