Search results by user ID 6946

Re: Deleting Contacts

Method_Ben — Wed, 01 Aug 2018 16:55:51 GMT

Hi Gerry,

Happy to help help out with this one!

There might be some sensetive information we need to discuss which is probably best not left over a public forum like this. Would you mind shooting me an email at success@method.me with your Account name? I can take a look on my end.

Thanks Gerry!

-Ben

Re: There was an error during record insert

Method_Ben — Fri, 27 Jul 2018 14:59:48 GMT

Hi again,

Would you mind reaching out to me at Success@method.me with the name of the screen you are looking at which is causing the error? I can see a few custom Case screens in your Account and I'm not sure which one you use as they all appear to be assigned to Tab Links.

Also - is this happening for every case? Or just specific ones? For Specific Users?

Thanks

-Ben

Re: There was an error during record insert

Method_Ben — Fri, 27 Jul 2018 13:59:29 GMT

Hi there,

Sorry to hear you are experiencing troubles with Method!

Would you be able to email me a screenshot of what your screen looks like prior to save? The address is success@method.me

Specifically what I am looking for is what Checkboxes on screen you have checked off. There should be two in the top right hand corner of the screen;

- Email Case notification to user when saving?

- Email Case notification to contact when saving?

And then one in the bottom right of the 'Case Dialog & New / Edit Activity' section;

- Email Activity notification to user when saving?

Which of these checkboxes (if any) do you have checked? The reason I ask is that the 'Action Sequence Order 20' part of your error message can refer to one of a few different actions behind the scenes depending on what you have checked off here.

Thanks!

-Ben

Re: Session time out and synch issues

Method_Ben — Tue, 24 Jul 2018 14:37:10 GMT

Hi Brett,

Sorry, must have missed your reply!

I believe the default timeout length in Method:Classic is 120mins - but as I mentioned we can change this value on our end :)

In Method:New - there is no Timeout length.

Thanks Brett!

-Ben

Re: Object Cells in Screen Designer Jumping Around

Method_Ben — Tue, 17 Jul 2018 17:18:48 GMT

Hi James,

Rest assured there is no plan on our end to discontinue the Classic Platform just yet.

However, when we do get to the point where we want to move forward supporting only one unified Method Platform - we will have a plan in place for how to move our Classic Userbase over to Method New; screens and all.

Thanks James

-Ben

Re: Object Cells in Screen Designer Jumping Around

Method_Ben — Tue, 17 Jul 2018 14:49:03 GMT

Hi James,

Thanks for posting!

The Method Classic screen designer was originally developed some years ago now, when Screen Resolutions certainly weren't what they are today. The result of which is this occasional 'Ghosting' you see on modern Hi-res Monitors.

The development cost of going back and re-writing this would not be insignificant, so to be completely transparent with you James - this is unlikely to get a patch, especially considering Method:New already handles this much better.

For what its worth - I still customize in Classic myself relatively often, and have found that if you collapse sections that you arent working on (by clicking the Hide button in the top right of every section), the Ghosting effect happens much less often.

Thanks James

-Ben

Re: Customer Name must be unique?

Method_Ben — Fri, 06 Jul 2018 14:57:44 GMT

Hi Dieter,

The Name field for Entities ( Customers / Vendors / Leads / Employees ) in Method and QB must be unique for it to be added. You'll need to make sure you make the name is unique before adding them into Method.

Thanks Dieter!

-Ben

Re: Session time out and synch issues

Method_Ben — Tue, 19 Jun 2018 13:40:09 GMT

Hi there,

We removed this setting a few years back after the introduction of the universal MethodID. If you are finding the timeout length in your Classic account is too short, shoot me an email at Success@method.me and we can Extend the timeout length for your account / users manually.

Thanks!

-Ben

Re: Remove/replace carriage returns

Method_Ben — Wed, 13 Jun 2018 15:05:13 GMT

Hi there,

Thanks for posting!

Out of curiosity - would you mind linking the forum post you mentioned which references Method Classic? Perhaps I can recommend a solution in Method:New based off that.

How does the output look if you add a style tag to your elements before sending to the Call Web Service Action? ie - " <p style="display: inline-block;"> ". that should force the HTML to display on one line.

Thanks

-Ben

Re: "Update Field in Table" function missing Where Operator Conditions

Method_Ben — Wed, 16 May 2018 22:02:14 GMT

Hi Spencer,

Sorry for the inconvenience! The operators on the Classic side are indeed only showing '=' or '<>' for me as well.

I would actually recommend you use the update fields in table action to only update one record per pass - and to 'mass update' records by throwing this action within a Loop, and using the loop itself to specify exactly what needs to be updated.

Thanks Spencer

-Ben