Search results by user ID 6597

Re: Need help updating a table.

Method_Noel — Thu, 13 Nov 2014 17:34:48 GMT

Hi wildliferemoval,

Apologies for the delay.

Try this..

Noel

Re: generating csv reports from w.o.

Method_Noel — Tue, 11 Nov 2014 17:18:22 GMT

Hi InstaDRY,

For the button you have created, try using the Export Grid to Excel action.

This action will generate an excel spreadsheet that mirrors the Work Order list grid in its current state. You can then save it as a CSV.

You can define which columns appear in the grid by clicking on the 'Customize Columns' cog wheel in the botton right corner of the grid.

Noel

Re: Decrease Font Size on App Name

Method_Noel — Mon, 10 Nov 2014 21:35:33 GMT

Hi Mahlon & Matt,

This is definitely something that could be improved. I will log the suggestion now.

Thanks for your input!

Noel

Re: URGENT: ListBuilder page is BLANK

Method_Noel — Mon, 10 Nov 2014 20:58:14 GMT

Hi Ivana,

I am glad to hear the problem has resolved itself.

Unfortunately there is no way for me to know exactly what happened as I could not replicate the issue at my end.

My guess would be that your browser just had a little hiccup. Nothing to worry about but perhaps you should ensure you are running the latest version of your browser. I find Chrome and Firefox to be the best performing browsers.

Noel

Re: URGENT: ListBuilder page is BLANK

Method_Noel — Mon, 10 Nov 2014 15:16:41 GMT

Hello Ivana,

I have been unable to replicate this issue locally.

If you continue to experience this problem a member of our Support Team will be able to assist you over the phone.

Our Support number is 1.888.925.6238 (ext 2).

Noel

Re: Having trouble inputting names into e-mail

Method_Noel — Fri, 07 Nov 2014 23:04:19 GMT

Hi,

Unlike the Activity or Listbuilder screens, the Work Order screen does not have the character functions to replace the merge field with the intended values (customer name in this instance).

To achieve this, some customization is required. I recommend you look at the Activity email actions and use similar actions for the work order.

Check out this previous post on the subject https://www.method.me/cs/forums/t/4014.aspx

and the following Help Center articles;

https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Mail-merge&id=302

https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Character-function&id=136#replacefields

Noel

Re: Search on Base Table of a Drop Down for Entity produced two values

Method_Noel — Fri, 07 Nov 2014 22:24:35 GMT

Hi Mahlon,

Thank you for bringing this to our attention.

I have replicated the issue and will now log a ticket.

Noel

Re: Strange html behavior in email templates

Method_Noel — Fri, 07 Nov 2014 16:03:17 GMT

Hi RadioGuru,

I have replicated these inconsistencies and will now log a ticket with our developers.

Unfortunately I can not give you an ETA on how long this will take but I will update you as soon as the ticket is updated.

As for a workaround, perhaps you could copy the underlying HTML code from the source document and paste it in to the HTML source in the Method email template.

Noel

Re: Bug in Online VS>Customer>Edit Customer>Activities

Method_Noel — Fri, 07 Nov 2014 15:41:30 GMT

Hi John,

It appears that this error is coming from your customized Activities screen as it is not replicating on the stock screen.

Can you think of any recent modifications you made to your customized Activies screen prior to this error occurring?

By revisiting or reversing these modifications you may uncover the problem.

Noel

Re: Having trouble inputting names into e-mail

Method_Noel — Mon, 03 Nov 2014 20:45:31 GMT

Hi InstaDRY,

What screen are you sending this email from?

So far I have tested sending emails from List Builder using (ListBuilder.FirstName) and the Activities screen (Customer.FirstName) and both have pulled in the correct information - First Name.

Noel