Method Community

Hi NathanInTexas, Can you please further elaborate on this question? This isn't something available "out-of-the-box" but you can perform some customization to help do what you're looking for, however, we need more details regarding how you would want it to work. For example, what will be used as the Solution name and body, how ...

Hi Marcelo,  I have replicated similar behaviour on my own account. I'm going to create a ticket for our team to look into this issue and I will post back here when I have an update for you. Thanks for bringing this to our attention!  Jason

Andy, Go to Tables/Fields > click on the PurchaseOrder table > then click Finished Editing Fields. Do the same for the Activity table, then edit your screen and it should show the correct Select Field value. Let me know the outcome. - Ashur

When a Case is closed, is there an automated way to use it to create a Solution?

To add to this post, if you're interested in learning more about customization, I suggest our webinars. Click here and scroll down to the Customization section.  Jason

We received an email from a user: i need my screen … to show the grid in the List Section, i see it is there in the design view but when i launch the screen it doesnt show up.  I also want to hide the tabs, Addr, Amt.  Items. I reversed the logic to have them hidden initially and cant find how to hide them again.  I have a ...

Hi Everyone, The Support Team - Adam, Jason, and Ashur (that’s me) - are here to help you with your questions about using Method CRM.  Call us, email us, tweet us - we love to hear your feedback and find ways to help. When customers bring up tricky topics we like to create Solutions and publish them on our Help Center (I like to refer ...

I checked for duplicate records but didn't have any. I removed the field from the screen, deleted it from the table and refreshed before re-adding it. At first, in step 4 I had the 'RecordID' field selected as expected. However, on adding conditions to the dropdown and saving the link was broken.

Hi Paul, I'm trying my hand at the web form and have set up a test site on Google Sites. The good news is that I was able, with Fran's help, to get the form to work. Except when I hit the submit button, I get the error message you were talknig about. However, I'm having a problem in that Step 7 where I enter the Internal Email ...

We are using a web form to create new Case records. The configuration of the web form specifies that e-mail notification should go to a certain address (we'll say "support@ourcompany.com"). The form is submitted, the client's browser redirects to the specified thank-you URL, and a new Case record is created in the database. But ...