Method Community

If I log an activity for a lead on June 7th, but that activity occurred on May 31st, when I look at the lead list the "Last Activity" field is populated with June 7th instead of May 31st. How is that LastActivityDate field populated in the Lead (and Customer) table? Is there any way to have another field that refers ...

how do I test it? I did what you said and then selected one of the invoices that dont have the tax on it, and it does the same. Do I have to generete a new invoice from that screen??

Rodsstuff, The Company merge field is used on serveral screens, it just isn't included on the Activity screen.  As a test, could you create a case, and make sure to check off the "Email Case notification to user when saving?".  Save this case and see if you recieve and Case notification email. ...

Hi dottie,  I think the best solution here would be to prevent some users from "executing" Save and Delete buttons. This has to be done through customization. In the screen designer, if you edit a button and skip to Step 2 of 3: Button Actions you'll see a button with three dots next to the Event: dropdown ...

Out of curiosity can you let me know what screen this happened on and what steps I can perform to recreate it? - Ashur

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 ...