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Hey VLocke, Your thought process is definately on the right path; however, I'm going to breakdown your question into pieces.  What you would like to do 1. Set up a field in the Customer table called CustomerWebsite 2. Need to be able to edit this field in: New Leads Edit Leads New Customer Edit ...

I took a gander at the invoice actions to prefill customer terms and tried to replicate that on the vendor side so that our vendors terms would prefill on the PO, however, it did not work. Can someone please help me walk through where i need to insert the action and what the action needs to entail in order for me to prefill vendor terms on POs? ...

Method Team, I have setup a custom field in the customer table called "Customer Website".  I need to be able to add this field to the "New Leads" screen and the "Edit Leads" screen.  These screens are connected to the  Contacts table.  I need for the leads screen "Customer Website" ...

Allo! And welcome to this week’s Method blog. My name is Errol, and had this blog post come out on Friday, it would have been October 11th! And that would have meant that I had been with Method for 8 months! So close! However, it’s only the 10th, so it’s been 8 months minus one day! HUZZAH! I hope Lynda buys me lunch. Not ...

Hey Suzanne, In order to open you email links by default in gmail you do not need to do anything in Method. However, that being said, you will have to change some settings on your PC or browser to make this happen.  Here is a guide from google which will provide you with each of the steps you need to do to make this work: Making ...

Hey Garrett, You're definitely not missing anything. The reason why you're experiencing this issue is related to the way Show / Hide Tab Links action works. In order for the action to "happen" the tab must first be loaded on the users screen. When you first log into Method, you only load the tab ...

Hi, If you click on an email link from within Method, Outlook automatically opens up for everyone in our office.  No surprise since we have always used Outlook.  We have recently migrated to Gmail and want to keep Outlook on our PCs for a little while but want Gmail to open up as the default from a link.  Any way to make Gmail the ...

Thanks for the info Nelson. One challenge I am having is hiding tab links on tabs other than the current/default tab.  I can hide the default screen for the default tab.  However, eventhough I add actions to hide tab links under other tabs, these actions are not working - the tab links are still visable when I click the other ...

Hi Christy, You can link a document to an activity from the New / Edit Document Link screen. To get here, press the New Document Link... button from the Edit Document screen. In your customization, you will have to add additional logic that will place your desired document into an action result. See below where you ...

Hi - It doesn't appear the document library is available to attach to activities unless I'm missing something.  I also don't see the field "attachment location" in the "send email" action.    Atleast it's not available on the version of Method I'm using.  Please advise.