Method Community

I think there definitely needs to be a new feature added here. My hack presumes a binary situation with users (which is okay for my company) - it assumes you either have access to everyone's records, or just your own. Funny, the first thing I did before coming up with my hack was look at the Tab Group roles like you, but it didn't occur ...

[quote user="Blake C"]Can I see the Role(s) the logged in User is a member of from within an Action?[/quote] It would be nice but no - there is a roles field in the user table but to save you time, this field does not contain the role information. [quote user="Blake C"]I have a hack in place that works, but it feels ...

I just completed setting everything up and am now testing the function of pushing a completed work order to an invoice in Quickbooks. Any tips?

Chad, I didn't want to hijack a different thread, on which you posted:  by Chad "I have to caution that there is a slight bug right now with the roles area so it may not be visible to you in this version of Method but our next stage release will have this corrected. " but I have been having an issue with this, and am ...

Hi Chad, I created a new template by creating a duplicate of an existing Method template and then redoing all of teh body text. I don't think I started with the CRM_ActivityAssignedToUser. Everything else is working as expected. In the template, I have put in an email address for the From (default) field. When I go to Activities--New ...

Thx. I made sure everything posted, but I'll go through the scenario again to make sure I didn't miss something or inadvertently short circuit the process somehow.

?I have an employee who wants to log certain activities in the calendar that are associated with her own activity, as opposed to linking activity to a specific Contact. So, when I log in as an administrator and I create a new activity,in the contact drop-down I type in her name. It appears that the 3 fields searched in the ...

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 ...