Method Community

None of my emails populate the information. Even the default emails that method has included wont work. You have several emails that have the company name that is supposed to populate in the subject line. None do. No matter what the email or the merge field non of them work. If the company name field doesnt have a merge field, why ...

Unfortunately not, it's hardcoded logic that comes into play with Mobile screens. However, you can replace the Show Message action with a Conditional Warning action as long as it's the last action being called for that event, otherwise it'll stop processing any actions that come after it. Hope this helps! - Ashur

I need to give access to various employees to view various screens like edit cutomer, customer list document list, documents, etc. but I I do not want them to have the ability to edit anything on the screens besides adding new activities. Is there a way to do this? If so what is the easiest and fastest way?

Glad to hear. That didn't make sense to me either but I was happy it got the problem resolved for them. - Ashur

Brian,  To edit the post above, it turns out opportunities are already linked to the Estimate table by default. If you look at the Customers>Estimates screen you'll see the option to link an opportunity. See my screenshot below.  You will still need to add linked fields from the Opportunity table into the ...

It is cleared up this morning. It took the night for it to clear. I had it happen on an import once before about 3 months ago. It happens when you abort an import. Being a web/server side application, restarting the router on the browser side doesn't make sense. I tried a different browser so it isn't browser cache. I suspect the error ...

Brian,  To create reports you can download our Report Designer here if you haven't already. By default, estimates are not linked to opportunities. You could start by adding the opportunity number (RecordID) as a drop down field into the Estimate table. If you then add the field to your estimate screen, ...

Ashur, thanks. Is there anyway to change the alert? I can't find any reference to it in the actions on the save button.

Rodsstuff, Just to check that I'm understanding you correctly, you are in the Edit Lead screen, Activities section and clicking New Activity?   If so, that will bring you to a pop up of the New Activity screen.  The actions on the save button for that screen do not have the character function "Replace <<merge>> ...

Hi andy, This is happening because you're using a mobile screen. Mobile screens just use normal JavaScript alerts instead of our custom popups, and as far as I know, normal JavaScript alerts don't support HTML. Which is why the image doesn't display. - Ashur