Search results by user ID 5752

Re: Employee Birthday

Method_Adam — Tue, 20 Dec 2016 21:50:09 GMT

Hi Marcelo,

You can store the birthday in the BirthDate field on the customer table, then setup a screen or dashboard to remind you of those birthdays. Could just be a show message action that lists the birthdays on the current date.

- Adam

Re: Adjust page size for printed 'thank you'?

Method_Adam — Tue, 20 Dec 2016 21:45:20 GMT

Hi Baytonemus,

Sorry for the late reply here. You could design a PDF using the Report Designer and print the PDF. In the Report Designer, you can set the paper size on the report settings and likely get the right size.

- Adam

Re: Error message when try to create a new record

Method_Adam — Tue, 24 May 2016 20:30:02 GMT

Hi,

Would it be possible for you to email me your account, the screen name and the process you use to get to the error? I can have a quick look for you.

Also, did you make any changes to a related table by chance? Remove a field from a table that might be used in the action that is failing?

Adam

Re: Unit of Measure Duplicates

Method_Adam — Tue, 24 May 2016 19:30:55 GMT

Hi Blake,

I took a look at the account and there looks to be a sync issue we should look at. I'll create a case for a support rep to reach out.

Cheers,

Adam

Re: Unit of Measure Duplicates

Method_Adam — Tue, 24 May 2016 19:25:11 GMT

Hi Blake,

Sorry for the late reply. Our regular forum moderator is away, but I'll have a quick look at this for you. I'll post back with what I find.

Adam

Re: Duplicated customers in Method, but not in QB

Method_Adam — Mon, 14 Mar 2016 01:28:08 GMT

Hi Debbullocksmith,

Are you sure they are duplicate customers or are they duplicate contacts? Do they both have the 'Contact' value in the first column as below? Do they have the same recordID? If so, feel free to email me the account name and I can have a look for you.

- Adam

Re: Action Sequence Error 6

Method_Adam — Mon, 14 Mar 2016 01:12:45 GMT

Hi Jonathan,

If wish to email me the account name and the screen this is happening on (and enable MethodSupport) I can have a look. Though saying that, if its only happening for a couple of users, I have a feeling I won't be able to replicate it. I'll give it a go anyways.

I'm also wondering if the screen is fully loaded when the button is clicked? Perhaps something hasn't fully loaded and there's a field that's required that is missing a value? Just a thought.

- Adam

Re: Export to Excel (from an action), some extra fields are "RecordID"

Method_Adam — Mon, 14 Mar 2016 01:08:05 GMT

Hi Alex,

We brought this up with the team back in November. Unfortunately, I don't believe we'll be addressing this in the Classic version of Method.

We're sorry for any inconvenience this may be causing.

- Adam

Re: Feature Suggestion: New Action: Expand / Collapse Section

Method_Adam — Mon, 14 Mar 2016 01:01:34 GMT

Hi Jack,

I'll put in a feature request for this with the team. Thanks.

Adam

Re: Email Send Failure Alert: Mailbox name not allowed. Relaying disallowed

Method_Adam — Mon, 14 Mar 2016 00:59:18 GMT

Hi Lance,

The failure you're seeing is coming from the SMTP server. It's basically saying that the open relay protocol (which is what we use for sending emails), is disallowed for your email address. Since I don't know the email server setup, I couldn't tell you why its with your email or why it happens on occassion. Perhaps there's a limit that's being reached? Just speculating though. I would recommend speaking with the email server admin if you're able to.

Adam