Method Community

Thanks...yeah, I'm using Roles on buttons and other UI elements quite successfully right now. I don't see the bug you are talking about, BTW. It all seems functional to me.... My question concerns having visibility to User Roles within Actions. Can I see the Role(s) the logged in User is a member of from within an Action? I have a ...

[quote user="Blake C"]When does the Qty Invoiced number change on a Sales Order line item?[/quote] You'll need to wait for the sync engine to catch up on this one.  First your sales order needs to get posted, then your invoice needs to get created and posted to QB.  After syncing everything should be updated for you - ...

[quote user="Blake C"]Does this already exist and I'm just missing it? [/quote] To review the roles associated with events on a button, first click edit on the field/object you want to review then click next to step 2.  Click the ... next to the event dropdown and, depending on the field/object, step 1 or 2 will allow ...

When does the Qty Invoiced number change on a Sales Order line item? I thought it would change once the Invoice transaction posts to QB, but I didn't see that happen. Sorry if I'm missing something obvious. Thx

Is it possible to look at a User's role(s) in an Action ? I'd like to restrict/allow certain actions on screens based on whether a user is in a certain role or not. Tab group doesn't cut it for me. Does this already exist and I'm just missing it?  Thx

[quote user="jpfiester"]and I've set up a default From field on it.[/quote] Where did you make this change?  From Home > Email Templates I clicked select on CRM_ActivityAssignerToUser and changed the from field to the email I want all activities to come from.  Don't forget to click save here.  All new ...

[quote user="MikeB"]What happens with activities booked outside these hours? Are they not viewable?[/quote] Activities booked outside your calendar hours are still added to the system, they just won't be viewable unless you customize the calendar to change the viewable hours. [quote user="MikeB"]So, if I set the day ...

I have a new custom email template, and I've set up a default From field on it. When I send an email from a "New Activity" and select the email template, it does not carry over the From field I had set on the default of the template, and I have to retype it each time. Is there is way to populate the From field from the ...

[quote user="Marybeth Murphy"]When they order, I then go into QBO to add them as a customer and create an invoice for them.[/quote] Hi Marybeth, Just a quick adjustment to your process to fix this - when your lead is ready to order you should create their invoice from Method and make sure you disable Wait for sync approval. ...

Additional question: What happens with activities booked outside these hours? Are they not viewable? For me, the ideal layout would be to slide the hours so that the first time shown is, say, 8AM, but with an ability to view scroll up and view earlier appointments if they exist. So, if I set the day start time at 8AM, what happens with a ...