Method Community

When I copy the stock CRM_NewDocument screen then try to customize the new instance, the screen editor loads with nothing on it. Also, when I copy the screen, a non-editable copy shows up...like it's another original. I'm unable to delete these copies. What's the deal with this screen? Is there a reason for this?

Hi Dave, I am using the MethodAPSelectXML_V2. The HttpUtility.HtmlDecode does shorten it up a bit, but not enough in all cases. One example I just tried was 9099 characters before decoding and 8739 after decoding. I customized the FieldService Work Order screen to display the RecurrenceInfo field and it is over 8000 characters there as well. If ...

Hi Chad, Thanks.  I just tried to create a fomr from scratch (based on "work order type")  I added "ContactName","ContactsEmail",  "ContactsPhone", ContactsMobile", "ContactPhoneNumber" .  None of the info comes up.   Perhaps it is how are entering our ...

Hi John, Yes a Gmail address will definitely work with Method! Are you creating a standard @gmail address or are you switching over to Google Apps for business? If you're switching over to Google Apps then check out our MethodCRM app for Gmail which is free to use for current MethodCRM customers. It's basically a small-scale ...

When adding a field, the wizard lists it as a dropdown, but it renders and acts like a text field.

Greetings, when i send a email with method im using att.net...its a paid service. Well im getting rid of it.  If i use gmail, will this work with method when i send a invoice or estimate using the save/email button?  Thanks John M

Hi Matt, I would not recommend editing it. Did you use MethodAPISelect_XML or MethodAPISelect_XMLV2 to retrieve the RecurrenceInfo field your are trying to copy? RecurrenceInfo is xml that is saved in a varchar field. But the api is also returning xml. So in order to transmit the data in the field, it gets encoded. Before sending the data back ...

Thanks Dave

[quote user="bobbie56"]Any other avenues to try?[/quote] Let's try from a brand new report, I'm not sure what's happening in the current report because ContactsPhone, ContactsMobile and ContactPhoneNumber should contain the values if there is data in your activity table. From a new report I selected the Master table ...

Hi Matt, At this time it does not exist. I have put a ticket in with the dev team about adding a new function to allow this. I cannot offer a timeframe at this point for when it will be done, but it is definitely something we want to add in the future   Dave