Method Community

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 ...

When I have a potential customer, I always make a contact under the 'Leads' tab, and later convert them into a Customer if they order. When they order, I then go into QBO to add them as a customer and create an invoice for them. This becomes a problem later when Method and QBO sync, and I then end up with two customers for the same person ...

[quote user="MikeB"] used the "Go To" link to go back to the parent page. Maybe it's a coincidence, but the change kicked in.[/quote] Maybe not - there might be some customization switching the sales rep here.  From everything you've posted I'm really thinking that there is some customization making these ...

[quote user="BartH"]When I go to view the table that I created it is blank.[/quote] If you're trying to view the table contents from Customize > Tables/Fields then you won't see anything here.  The only way to view table data is through a grid on a customized screen or to export the table from Customize > Integration ...

I must be missing something.  I created a new table using only the vendor name as a dropdown and the Items.  When I go to view the table that I created it is blank.  Will this not update as items are added in QB?  Will I have to add the items individually as we get new items and suppliers to this user created table?