Method Community

[quote user="Shawvr"]It's the customer table, do you still want screenshots?[/quote] Yes, it would help. -Michael

HI Jessica, Does this happen everytime? For example if you were to add some actions right now, close the object you are working with and come back the actions are now gone? If this is the case can you email me your account name and ensure that MethodSupport is enabled (Customize > Users), and let me know the exact screen and object you are ...

Hi Victoria, Can you send me a screenshot(s) of all the fields that are listed in that table? -Michael

Some additonal questions: Is there a SalesRep field on the table the grid is based off? Is it a dropdown?  If not a dropdown, at one point in time (i.e. when the grid as created) was there a SalesRep dropdown and was it removed? -Michael  

Hi, Have you tried regenerating the table that the screen is based off? (Look for the table click Edit Fields... then Finished Editing Fields) Have you tried republishing the screen? (Edit the custom screen and click Publish) Lastly if this screen was built of a default Method screen do you experience the same ...

Hi Tal, We are already aware of this issue but thank you for letting us know -Michael

Hi Jessica, Currently there is no way to do this using the current Method screens but you can customize Method to fit these needs. One example is using Shared Results to store information (such as an assignee) and pass that information to other activities you create. -Michael

Hi Alec, [quote user="akoumjian"]I don't remember that happening automatically the first time I created a Portal, has it always worked that way?[/quote] As far as I know its always worked like this for attached grids. I have been able to duplicate your issue and am creating a ticket for such a situation. It looks like the grid is ...

Hi Greg, To follow up with this, we have now tested it and are able to duplicate the issue you are describing and a ticket has been created for this issue (I cannot place a guarantee on when or if this will be fixed). -Michael   

Hi Jessica, I'm not exactly sure what you mean but if you were to look at the lead from the customer level it would display all the activities they have scheduled. -MIchael