Method Community

Currently I have a screen called "Email Type Menu" and a text field that can add or delete options in a grid. Both my Shipment and Email sent screens have fields linked to the grid called Email Type

Hi NeilRick, Just to ensure I'm clearly understanding what you're looking for, you want to have a Dropdown field called "Email Type" and this field will be available on both the Shipment and Email Sent screens? Currently you send out the shipment notification and that email is then stored on the Emails Sent screen, ...

[quote user="Innovative"]Are there any updateds to calendar loading speeds.[/quote] I'll put a suggestion into the team here to look at speeding up our stock calendar object - I've also asked if there are any tips to speed up a calendar with a large number of objects. ~C

We received the following questions from Micky via email. [quote] I have signed up for a demo and am playing with the portal function. I have integrated the doc vault function and managed to add a tab to my portal called documents and it pulls from the list of document tabs available. My questions are: 1. how do I set up customer specific ...

My theory was confirmed. The security on the original button was corrupted somehow. I created a new button, copied the actions from the original one, set the security the way I wanted it, and the new button security works just fine for everyone. Is this related to the recent screen security UI weirdness? Are there any other reports out there of ...

For some reason the security on a button of mine is not working after working well over the last week or two. Everyone (e.g. All user groups) has access to click this button, but for some reason, the error message being popped up says the user doesn't have access. This is preventing salesmen from creating Sales Orders from Estimates. I ...

Hello all! Here is a break down of what I am trying to do atm. Currently when an email is sent out for a Shipping notification from my company the email is then stored on a screen called Emails Sent. I am trying to have a "Email Type" saved on the email that after it is sent from the "Shippment screen" it shows up labeled as ...

Are there any updateds to calendar loading speeds. Currently we view in week view with 4 users and about 100 appointments it takes about 60 seconds to load, entirely to slow. any suggestions

Hi parkerweb, Yes when editting a user click the Send email reminders before they are due check box on Step 3, you can get to this screen by going to Customize > Users > find the user and click Edit... on the same row as their name. You'll also need to enable Automatic Reminders in the Activity table: Customize > Tables/Fields > ...

[quote user="LaCrews"]It would be great if a document from Method's document center could be attached when sending an email from the activity screen.[/quote] Mark - we're looking into this now and will post up if it's possible.  Technically it should be possible but we're working on the solution before confirming a ...