Method Community

One other question that regard.  When using google gadget and a document has an attachment.  Is there a way to make sure that doc goes to smartvault via the gadget?   Right now it looks like just will go via an activity into method which again could cause a storage problem and defeats purpose of having ...

Thanks If have alot of users that becomes very important.  As you can tell people to upload to smartvault only but it will not always happen and could create cap limits to kick in in method.

ach month you should be creating a new list since you'll have new leads and contacts. Yes the easiest way to do this is by customizing the CRM_ListBuilder screen and edit the Fill list with Contacts button. You'll need to add a couple actions which will grab the current date and then subtract it by the amount of days you desire, i.e. 30. ...

Hi Shane, There is currently no way to default to SmartVault, and hide the other options.  I'll put in a feature request with the team. - Adam

I have setup smartvault and when uploading documents I have to choose between uploading to method to smartvault.  Is there a way to make smartvault defualt and then hide ability to for a user to choose uploading into method?  I want docs to go onto smartvault  only with no action from users.

My appologies Dottie.  It is "Replace links to an existing screen".  This will replace all of the tab links.  Sorry for the mistake. - Adam

I do not get an option to replace all tab links when I copy the screen it just asks me to replace the links of an existing screen.

Hi Dottie, Even though you replaced the tab link, some actions (like the one in the 'Go to' link in the transactions grid) might be calling the old tab link (ie. the old screen).  That would be why the tab link cannot be found.  When you are absolutely sure you want to use your new screen going forward, you can create a copy of ...

When I try to go to an invoice in edit customer transaction section I get a message that the tab link was not found. When I check the tab link in Customer Tab links the invoice screen is assigned to the correct Invoice (2) screen. why would the link be broken?

Dang. Wasn't aware of that. I certainly didn't want to feel special re: this issue. We never did look at my Method QB Sync. settings yesterday but there's nothing special there, I don't think. One thing I noticed in my AuditTrail immediately after the record update goes through (the record with blank values) is the message ...