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  • Method Report Designer DataSet

    Any way I can constrain/specify the test dataset the Preview is based on when working in the Report Designer? Thx BC
    Posted to Method:Classic General Q&A (Forum) by Blake C on 08-17-2012
  • Automated Web UI Testing

    Anyone doing automated web UI tests against MethodCRM? Given the typical monthly release cycles, I&#39;d like to have a suite of browser based UI tests I can run (or schedule to run) so I can ensure functionality is still working as expected. Thanks, BC
    Posted to Method:Classic General Q&A (Forum) by Blake C on 08-17-2012
  • Re: Emailing a Sales Receipt

    Hi Autumn, I moved this to the&nbsp;Method General Q&nbsp;&amp; A forums. They will be able to help you further here &nbsp; Dave
    Posted to Method:Classic General Q&A (Forum) by Method_David on 08-17-2012
  • Re: Large Documents/Videos

    [quote user=&quot;MikeB&quot;]Can you please direct me to it?[/quote] SmartVault pricing is located on their site here. ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-17-2012
  • Re: Large Documents/Videos

    Thanks, I thought so. I can&#39;t seem to find SmartVault pricing on this site. Can you please direct me to it? Thanks
    Posted to Method:Classic General Q&A (Forum) by MikeB on 08-17-2012
  • Re: Large Documents/Videos

    [quote user=&quot;MikeB&quot;]What is the preferred way to use large documents/videos with Method in-field?[/quote] How large are your files? Anything over 5MB will not work with Method&#39;s storage library as we have a cap on individual uploads at 5MB (and 500MB total storage on the server). Videos can be large so if they&#39;re over 5MB you ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-17-2012
  • Re: Large Documents/Videos

    Oops - I was under the impression that using other apps (ie. to launch or view documents) and then going back to Safari meant that the user would be logged out, but that&#39;s not the case. Safari is just minimized and when it&#39;s re-opened, it goes back to the page, logged in.
    Posted to Method:Classic General Q&A (Forum) by MikeB on 08-17-2012
  • Re: Mapping?

    [quote user=&quot;MikeB&quot;]it would be best to design a Mapping screen where a user could select customers/leads from a particular city/region and then press a button that initiates a map pop-up and plots the locations.[/quote] The implementation is up to you but what you described is exactly how I would build something like this. Put a grid ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-17-2012
  • Re: Mapping?

    So if I&#39;m reading you correctly, it would be best to design a Mapping screen where a user could select customers/leads from a particular city/region and then press a button that initiates a map pop-up&nbsp;and plots the locations.
    Posted to Method:Classic General Q&A (Forum) by MikeB on 08-17-2012
  • Re: Mapping?

    [quote user=&quot;MikeB&quot;]I was wondering, wha&#39;t s the best way to use this feature?[/quote] The best way to use this feature is through the Map object and the Plot Address action. You can either embed a map into a Method screen or call the map in a popup window. Both work great but I prefer my map in a popup for additional screen real ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-17-2012
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