Search results by user ID 5992

Re: Comments field in Activities

Method_Samuel — Thu, 11 Jul 2013 14:22:49 GMT

Hey Andy,

When a copy and paste takes place some amount of formatting will be carried over, and Method will try to translate that into HTML.

The best practice is to click on on the button to do a Plain Text paste. Alternatively, on a Mac you can paste and match formatting by using the keyboard shortcut command+option+shift+V.

I tested both of these methods and they produced html with a <p> and <br /> tags. Hope that helps.

Sam

Re: Conditionally Hide Detail1 row in Report Designer - Invoice(Product)

Method_Samuel — Thu, 11 Jul 2013 13:42:04 GMT

Hey sbradley,

I've tested this with rows and it does work, but there are a few things to consider:

1) Ensure you are using "==" and not "=" to compare. i.e. IsNullOrEmpty([Item])==True

2) Also once you are finished editing the formatting rule it must be added to the Formatting Rule Editor List (picture below)

3) Lastly, if this is a Detail Report (a sub report for each Detail) then you must set the Data Member for the formatting rule.

I've attach some pictures to hopefully make it a bit clearer.

Sam

Re: Missing buttons on edit screen

Method_Samuel — Mon, 08 Jul 2013 15:36:11 GMT

Hey Ben,

Screen designer works best on IE, however, it will still work on other browsers. You should try clearing the Chrome history/cache as we're aware of some strange behaviour using Chrome at times. In Screen designer you can also right-click anywhere to reload the designer, which sometimes helps as well.

Sam

Re: Retrieving distinct values from tables

Method_Samuel — Thu, 04 Jul 2013 16:00:09 GMT

Hey Rolf,

Unfortunately, Method does not allow for the SQL DISTINCT keyword. Also, the value from row has to be the from the same field as the distinct option.

Based on what you've told me, you might be able to get the result you want by embedding a second loop into the first loop. (First loop gets distinct customers, and the second gets distinct locations)

For example, as a modification to my original post:

1) Step 3 is mostly the same and should retrieve distinct customers (but leave out location). Then store this result.

2) Create another loop through table directly below the first loop where customers = result from the first loop. Set the location to be distinct.

3) Add the Basic Math Calculation

4) End both of the loops

Hope this helps. If you are still having issues, try explaining what your end goal is, and we might be able to find another solution.

Sam

Re: Next button not working on adding a screen

Method_Samuel — Wed, 03 Jul 2013 21:04:20 GMT

Hi Nebo,

The reason why you cannot click Next is because you are trying to create a table with a space. The pop-up reads "Field names may only contain alpha-numeric characters.". So once you remove the space, it will allow you to create a new table.

It looks like you already have an Affliate table. Is this the table you want the dropdown to pull from? From the Screen Editor you choose the dropdown values based on exiting table (Step 4).

This should correct the issues you're experiencing. Let me know if that works.

Sam

Re: Retrieving distinct values from tables

Method_Samuel — Wed, 03 Jul 2013 21:03:08 GMT

Hi Rolf,

To accomplish what you are suggesting you need to do a few things.

1) First, you must add a linked field to the InvoiceLine. Under Customize -> Tables -> InvoiceLine click edit fields. Select Linked Field from the radio button. Choose the Invoice table under Link Using, and select Customer field under Linked Field. Click on Finished Editing Fields.

2) Now that Customer is linked to InvoiceLine, you can create a set of actions to count the number of distinct customers. Initialize an empty action result by adding Assign Value to Action Result, name the action result and give it the value 'Type In' blank or 0.

3) Create a loop through the InvoiceLine table by adding the action Start Loop Through Table. Select the criteria for the loop to filter through, and then select Customer under the Only distinct values dropdown. Click Save & Close.

4) Select Basic Math Calculation from the actions list. Select the action result from step 1, and add (+) 1. Store the result to the same action result name. Click Save & Close.

5) Add End Loop Through Table

6) Put in an action to give you the final result. This could be a popup, or it could populate a field on the screen.

Hope that helps.

Sam

Re: Using Method to track and report project progress

Method_Samuel — Wed, 03 Jul 2013 16:33:48 GMT

Hey Carlo,

Method does not have Project Management features out of the box. However, you could have customization done to accomplish what you are looking for.

Like you have suggested, you could use cases and activites to update customers on their projects. A simple way to notify your customers of an update could be through the case Status. You can create a new status by clicking the ellipsis button (...). Prior to saving the Case, ensure that you enable the Email case notification to contact when saving? option in order to notify your Contact of the update.

More robust project management features would likely require a fair amount of customization. If you are interested, you can contact our consulting team to give you better idea of what is required.

Sam

Re: How do I populate my "Contacts" list under the "Campaigns" tab?

Method_Samuel — Wed, 03 Jul 2013 14:57:33 GMT

Hey jdibona,

I have not been able to replicate the issues that you are having, but here are some clarifications that should help:

[quote user="jdibona"]

1) Is it possible to have a single contact associated with multiple campaigns?

2) If so, how should I add a contact to a Campaign?

3) I've created Activities that are associated with both Customers/Leads/Contacts AND a particular Campaign but have yet to see these Contacts show up under the Contact tab in the Campaign.

[/quote]

Customers can only be associated with one Campaign in Method. Usually, this is to tell you what campaign the customer originated from. You may want to look at creating opportunities for customers. You can create more than one opportunity for each customer, and you can link them to separate campaigns. You can also create activities from within an opportunity to schedule calls and follow-ups. Those activities will automatically be linked to the campaign that is associated with that opportunity.

[quote user="Bryan"]

I'm wondering if I hit 'refresh' or something similar that may have reprocessed things? I'm not entirely confident that the list will update in real time as I add new contacts because of this, do you have any ideas why this might be?

[/quote]

Pay careful attention to the filter that you are using in Campaign screen. If you look under Contacts, for example, you might be filtering to show only your user's Leads & Contacts, or Customers & Contacts. In my screenshot I'm showing shared Customers and Contacts. Additionally, if you've made changes recently, try the refresh grid button.

Hope that makes things a bit clearer

Sam

Re: Missing buttons on edit screen

Method_Samuel — Wed, 03 Jul 2013 14:43:10 GMT

Hey Ben,

I was not able to reproduce the issue you were having. The only thing I can think of is that you may have hidden the section in the Screen Editor by clicking Hide/Show, pictured below.

If that does not help, you may want to try creating a new screen based on that table. You may need to speak with a Consultant if you still can't figure it out as they'll need to investigate the screen to determine what is happening.

Sam

Re: Deleting Customers

Method_Samuel — Tue, 02 Jul 2013 19:19:14 GMT

Please check to see if the Method Integration Engine is up and running and your Quickbooks file is open. If the sync engine is working, the customer you are deleting may have transactions associated with it.

If customers have previous transactions, QuickBooks will not allow Method to delete them. If you check QuickBook -> Resolve Conflicts there may be a list of conflicts corresponding to the customers you tried to delete. From here you can click Delete From Method which will delete those customers from method but leave the customer and their transactions in QuickBooks. Alternatively, if you want to you can Refetch from QuickBooks which will keep the customer in Method, and from there you can simply rename the customer something else to keep it out of the way.

Sam