Method Community

Method_Ashur - Removed the URL.

It didn seem to work. What do I fill in here?

How do i do this?  Is there an automatically generated link?   Portal Link When writing your email template, you may want to include a link to the contacts portal.  Why is this useful?  Imagine sending out a a mass email to contacts with overdue invoices.  Rather then having them type in the address for your portal to ...

I suppose it would depend on how many customers are duplicated, and how much information is different.  If its a couple of quick updates to a couple of customers, doing it inside Method might be easier.  The more records and info, exporting to Excel might be the better route. - Adam

Hi Shane, Right now the ability to hide is enabled for Tabs, Tab Links, and buttons. So objects such as Text fields will not have this enabled until we release the new version of our screen designer next year. - Ashur

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 ...