Method Community

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.

      It is a field in Contacts table I've added. I'm aware that it is blank at start, but I've also run action set to populate it with CompanyName+RecordID. CompanyName is not unique column, I had to add it RecordID in order to relate Contacts with Counties. All the entries in CompanyWithID after running a ...

Hi Garrett, The most efficient way to go about restricting user access to the CRM afterhours is by building some logic into your screen's onLoad event. Before I go ahead and describe the workflow to you, I would recommend you organize your CRM users using tab groups (this will reduce the amount of work you will have to do later). Once a ...

Hi Nebo, Where does the CompanyWithID field come from?  Is it its own table or just a field in the Contacts table? If you are adding a new field to the Contacts table, you won't be able to make it unique.  This is becuase there are already records in the table and therefore by adding a new field, all values in that field will be ...

Scott, I have been working on alternatives for this, unfortunately there are no easy ways to accomplish this and be able to utilize the listbuilder in Campaigns.  I am not saying this would not be possible, but it would require some screen customization.  One example, is, as I have said above, you can manually enter tags for Customer ...

Hi VLocke, This sounds like something we may have to take a closer look at. Can you email me the company account name, the field that you are talking about, and the screens you used it in? Also, can you activate the MethodSupport user? To do so, go to Customize>Users and click the Active check box for the MethodSupport user. ...

For anyone following this post, the field CRMActivityDefaultActivityType can be found in the Users table. Regenerating this table solved the issue. Jason

Thanks Ben, Now We're back to square one. How can we sort our leads by state, or any other applicable field, so we can target our campaigns?