Search results by user ID 6406

Re: Tag Table

Method_Ahmed. — Mon, 28 Jul 2014 16:24:51 GMT

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 table.

Open up CUSTOMIZE - INTEGRATIONS tools and select EXPORT a table to a file.
Uncheck SHOW ONLY COMMON TABLES. Select the CONTACTS table.
Export fields NAME, ENTITY, RECORD ID and TAGLIST.
Option 1: Manually enter in the tags to each TAGLIST field next to the contact. Option 2: VLookUp can be used here to take the original tags from the CUSTOMERLEAD sheet and place them next to contacts for that particular customer. (This is an excel function that is strictly used with in Microsoft EXCEL. This is optional for you to use.) NOTE: When putting tags into excel, the TAG name has to have a comma before and after it EXAMPLE ,Client,. It is also Case sensitive.
When the tags have been finished and entered into the excel save the excel sheet. NOTE: Save the excel as .CSV. Method will only accept this type of sheet.
Open up CUSTOMIZE - INTEGRATIONS tools and select IMPORT a table to a file.
Uncheck ONLY COMMON TABLES and select CONTACTS.
Choose the selected file that was saved with the updated tags. Click IMPORT FILE
In step 2, select the UPDATE existing records option.
Make sure only RECORD ID is selected. and scroll down to STEP 3
Only have RecordID and as import TO EXISTING FIELD. All others can be Do not import.
Go to STEP 4 and IMPORT DATA
Select BEGIN import.
A message will update you on the success of the import.
Select Finished if you are happy with this.

Please advise if you have any further issue.

Re: Tag Table

Method_Ahmed. — Thu, 24 Jul 2014 17:57:33 GMT

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 exist.

You would as you have suggested have to delete the tags from the Entity level for these tags to be able to exist on the Contact level. Unless you rename the tags.

Unfortunately there is no fast way to delete the tags from the the entity level. The best way would be to export the fields from method, delete the tags manually from method then delete relevant tags in the export file (blanking out the TagList fields) and update via import.

See steps below:

1: Export 'Fullname', 'RecordID' and 'Taglist' from the 'Customer Lead' table. This will give you all the tags and customer names from Method in a spreadsheet.

2: Delete the tags from the spreadsheet leaving the fields empty. (However if you want to move the tags over from here you may want to keep a copy of this export file separate)

3: Re-import the file using the update existing option in Step 2 of the import process. (NOTE: Fields will show below this when this box is checked)

4: Uncheck the RecordID field and check FullName.

5: This will now update the entity with the new Tags.

6: Manually delete all tags from lead form. Open up any lead, find the tags, press select, and select Manage Tags.

Note: Make sure you delete tags only from the entity table.

Once this is complete and you are looking to manually enter tags for contacts, you can go through manually and do this

If you want to mass update the tags, you could re-import the existing tags from the leads to the contacts. This will include exporting contact information from the contacts table to an excel sheet and using a VLookUp function to match up the tags to the correct contact from the original excel sheet exported for Lead entity.

NOTE: Before the import, any tag that exists in the spreadsheet will have to exist in the contacts TAGLIST in method. If this is not done before import is completed, this may cause issues with filtering and reporting down the line.

I hope this is helpful. Please advise if more information is needed.

Re: Having issue with fields transferring from estimates to sales order

Method_Ahmed. — Mon, 07 Jul 2014 13:39:21 GMT

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.

Re: Select button instead of checkbox

Method_Ahmed. — Fri, 27 Jun 2014 15:52:49 GMT

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 the grid and let it be selected and opened.)

4. Insert the column and select FINISH.

5. Publish the page and refresh the tab it is on.

Please advise if any further information is needed.

Re: deleted opportunity name from new opportunity. Tried to readd,and keeps giving error

Method_Ahmed. — Fri, 27 Jun 2014 15:17:25 GMT

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 this field, you can add them here as well.

NOTE: The field will have to be deleted and then re-added to add values to the dropdown.

Please advise if more information is needed.

Re: Opt-out Link

Method_Ahmed. — Fri, 27 Jun 2014 15:01:56 GMT

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 select the HTML icon that is in the body editor.

4. This will open up the HTML editor screen and show the HTML code behind the template. Find where the URL is on the screen. (See image Below)

5. There will be 2 parts to the URL, "<a href="http://urlforstaff/">http://urlforstaff/</a>.</p>. " If you change the part highlighted in red to 'Unsubscribe' this will then show the URL as 'Unsubscribe".

NOTE: The users will still have to log into the portal to change their opt out settings.

To streamline this, in the edit port screen check off 'Enable single-click sign in for emailed links'. (See image Below) This will allow users to log in faster to the portal.

Please let us know if more information is needed.

Re: Why do paid invoices disappear from Invoices and Transaction tables?

Method_Ahmed. — Mon, 16 Jun 2014 15:42:47 GMT

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.

Re: Generating Reports

Method_Ahmed. — Thu, 12 Jun 2014 18:36:26 GMT

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 actions as a guide to design this.

In the actions list make sure step 2 'Start loop through grid' action has this (Only Checked Rows')

Let me know if more information is needed.

Re: Generating Reports

Method_Ahmed. — Thu, 12 Jun 2014 17:56:06 GMT

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 below)

http://tinypic.com/view.php?pic=8z2145&s=8#.U5nwHY1dXRw

Please keep me updated.

Re: Generating Reports

Method_Ahmed. — Thu, 12 Jun 2014 17:19:42 GMT

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 report, what does the current action list for generating the report look like?