Method Community

Still can't replicate it, I even enabled the Show in HTML editor option for one of my fields. What field type is your Comments set to in the table? Can you email me the Company Account name along with the screen/table names, also please enable the MethodSupport user. - Ashur

Hi Karen, I'm really sorry Karen.  There is no way to get the template back.  As a best practice, always use 'save as' and save it as a new version. - Adam

Ashur, it does, many thanks.

Is there a way to restore a previous version of a custom invoice template?  I made one small change yesterday and now the whole invoice template is messed up.  The Bands have moved and changed.  The invoice isn't printing right.  I didn't even move any of these things around.  I just added ONE FIELD!!!  I am ...

Hi Bryan, Everything looks right.  There are a couple of things that I see, more for safety and efficiency that I'd recommend.  First, I'd loop only through the checked rows. This will ensure that you are indeed deleting the intended records, and also not loop through records unnecessarily. It may add to the actual ...

Here's the resulting excel file Here's the grid I exported. It's based on the activity table and the field containing the html is the regular comments field.  I double checked that the remove html box was checked in the export action.  Also, prior to this post I added a second button but got the same ...

Hello,  I've searched the forums and have found some infromation on how to get MS Exchange 2007 to be ale to communicate with Method. I've set up the IP addresses per a previoue post here http://www.methodintegration.com/cs/forums/p/1302/4439.aspx#4439 from 2010 regarding this matter. The relay has been set to allow access and test ...

Hi Mark, Works fine on my end on both an editable and read-only grid. Where are your html tags being used, in the cell values? And what are the tags you're using? Can you include a screenshot of your grid and of the exported file. - Ashur

With the Eport Grid to Excel action there is an option to remove HTML tags, this doesn't appear to function.  Anybody else having this problem?

Hi Marcelo, We do allow you to set some activity preferences by default.  You can find these by going to Home > My CRM Preferences in the CRM tab group. Other settings can be defaulted through customization.  This can be done several ways.  In your case, you can use the Text Change event in the item grid to set the ...