Method Community

Hey Ben, Any update on this issue?  I havent done much work with changing load actions, so I'm not sure how to fix this on my side.

That will work for just changing it in the MEthod Estimates tab. But once you try to print to a PDF template it is going to sort according to the Line Order number. So is there a way that you can make the Line Order number save when you change it in the grid in the Estimate Tab. Be Default you can change the value but you can't save those ...

Ben, Yes, that seems very odd.  So the top buttons don't work when in the portal, but the bottom buttons always work?  I still can't replicate this, so could you enable Method Support on your account and email me the company acount and the screens? - Adam

Ben, The tags were disappearing?  That's definitely strange.  I tested with a tag and about 120 contacts.  All of them changed.  I'll test it further and see if I can replicate any of this. - Adam

Karen, I’m not sure if this can be achieved via a popup, but I have a few dashboards that include reports for cases and activities created by month. I have two date pickers on the screen. One is hidden and is set to the current date/ time. The other is set by the user. Then in step 2 of 4 on the report object wizard I have a ...

Step 4 of 9 on the grid for the estimate line items includes 3 dropdowns in which you can define the sort order for grid items (filter by any field in the table). So you can sort by record ID, then date then amount for instance. Also by clicking on the field heading on the live grid you can sort ascending or descending, again by ...

Ben, having just started implementing web forms myself I have a feeling this isn't possible. Certainly when creating an activity using a web form I experience the same issue. The 'activity.contacts' field is blank for activities created via the form. Somebody has to physically open the new activity and assign a contact to it.

They are run one aftre the other and the success/ failure of the first one is used to run or block the second.

it definetly didnt work properly. The user did all that you said but the contacts kept the old tag. Hence when they went to look at the contact the tags were dissaperaing. I had to export and inport all those contacts with the correct tag before all of them lost their tag. You may want to check it is changing all the tags when renamed. I had ...

Ben, You can rename the tags by choosing "Manage tags".  The screen should look like below.  You can select the tag and the operation you want to do to it (rename, delete, merge).  If you were to rename it, it will update other contacts with the same tag to the new name. - Adam