Method Community

Hi jpfiester, Welcome to Method CRM! [quote user="jpfiester"]Is there a trick to adding a new row?[/quote] No but there is an upper limit of 15 rows per section.  On my CRM_NewActivity screen the Add / Edit Activity section is at that limit so you won't be able to add another row here.  You could rearrange some objects ...

To make this work correctly you'll need to load the document on screen first before sending the email.  Please let me know if you have any questions on my instructions here - starting from Customize > Screens: Build a new screen from the DocumentLibrary table. Edit your new screen and drag out a grid object.  The fields ...

Bump

Thanks Chad! The documents are uploaded to Method.

[quote user="vdefabis"]Help is greatly appreciated.[/quote] Hi vdefabis, I customized this solution on my own account not too long ago - let me review my specific actions to pull the document location and I'll post up a reply.  I know one limitation is your document needs to be uploaded to Method and not SmartVault. ...

I am very new at Method and just starting to customize screens, tables, etc. I feel like this should be simple but what I've tried isn't working. I am modifying a copy of an existing screen, and trying to add a new row to an existing section in the screen. When I click on a cell in the section then on the "Add Row" in the ...

I am trying to attach a document from the document library to an email, but I must be missing something. (And probably a simple something. :) ) How do I get a FileAttachment location into an Action Result so that I can attach it to the email? I tried to Retrieve from Table the "Document" File Attachment field and using that as ...

"You won't be able to create a new FullName or EntityType field - you won't be able to create a duplicate of any field." OK, but you can see how that's confusing, right? If I export a file, change a few entries and then re-upload, a user would expect the columns to match and be re-uploaded. Anyway, I think I got it now.

[quote user="MikeB"]It appears that the Sales Rep ID field (ie. the only one of the 4 sales rep fields I was "allowed" to explicitly import) is the basis/key field for populating the remaining 3 sales rep fields (SalesRep_RecordID, SalesRepName, SalesRepRecordID).[/quote] To update the SalesRep you ...

No I only have 1 and its the 1 that I cant delete