Method Community

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 ...

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 ...