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Any way I can constrain/specify the test dataset the Preview is based on when working in the Report Designer? Thx BC

Anyone doing automated web UI tests against MethodCRM? Given the typical monthly release cycles, I'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

Hi Autumn, I moved this to the Method General Q & A forums. They will be able to help you further here   Dave

[quote user="MikeB"]Can you please direct me to it?[/quote] SmartVault pricing is located on their site here. ~C

Thanks, I thought so. I can't seem to find SmartVault pricing on this site. Can you please direct me to it? Thanks

[quote user="MikeB"]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'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're over 5MB you ...

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's not the case. Safari is just minimized and when it's re-opened, it goes back to the page, logged in.

[quote user="MikeB"]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 ...

So if I'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 and plots the locations.

[quote user="MikeB"]I was wondering, wha'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 ...