Method Community

Matt, Yes, its linked via item. - Adam

I have been in process of doing a bunch of customization and need certain fields hidden as they need to be read only for admin.  In method gives you option to do so.  But it does not seem to work. I just noticed this "(Note: although you can set the view permissions for this control, this is not yet fully functional, but will be ...

Adam, I've had Pro Services installed for quite some time now and didn't have any issues until recently. The fact that the field gets added when installing Pro Services would explain why it wasn't in the other accounts I checked as those do not have Pro Services installed. I have not yet tried adding the field, I wanted to see if ...

Matt, In my action, the second where field has AccountType.  I looked in the InvoiceLine table and I have that field also.  Have you tried adding it back in?  The AccountType field gets added in when you install Professioal Services.  Did you install it recently?  Was there any errors when you did install it? ...

Willy, You have to edit the CRM_ListBuilder screen (make a copy and edit the copy).  You're looking for the process buttons toward the bottom.  There's an action on those buttons that creates the URL in the email.  There's a number of actions, so you'll have to search for the one that creates the URL.  If you ...

Hi, I have a couple customers entered in twice or even three times due to some mess ups when customers were imported. However some of the duplicates have different information. I am trying to figure out what the best way is to merge the information so I just have one contact with all of the information. I am wondering if it might be easier to ...

I wouldn't necessarily use the text change event, you don't have to create those actions within your object. You can use other objects or even the screen events themselves, i.e. OnScreenLoad. - Ashur

Hi Willy, In order to change which default tab link customers are sent to you must make a copy of the stock CRM_ListBuilder screen and customize it, then modify the specific actions in the Process button(s) which are related to the portal link. The link urlforportal is just a placeholder until the actions in the Process button(s) work their magic ...

I am trying to get a link in my email to contacts contactsPortalQBO_Home

Mario, I'm glad you got it working.  A couple of things to note.  Right now you are hard coding the link to the document.  When Method releases a new version, that link may change and therefore won't pop up the document.  If you can, try to have your actions get the link (that's what is stored in the document ...