Method Community

Jennifer, I agree with Mark. Although Method CRM does offer email or SMS reminders (if the user opts in for them) that are sent out approximately 15 mins before the activity is due, if you'd like a complete list sent to a particular person this would require customization. I don't see this being very difficult to do. My question to you ...

This question came in via email [quote] Question?  We are trying to upload a complete file into Method and the message is stating it's too big....10 Pages in one PDF file.... All of our files are like this,.... is there a way to fix the MB For larger file..... [/quote] Currently, we have a 5MB limit on any one document that is ...

In my opinion, yes,  customization is required.  Maybe the Method guys will chime in to verify.

 Thanks for the reply Mark. My client is currently using Method out of the box, so I want to confirm with you that in order to use this feature he would have to look into customization. Is that right?

I have an action that creates new rows in a table based on existing rows (basic copy). One field in the table is a date field. On the UI, this date field is set using the Calendar widget. Empty is a valid value and when the record is saved from my custom UI screen, a NULL (or empty) value is written and it works just fine. In my action when ...

Jennifer This can definitely to done.  It is fairly straight forward.  You just create a button that loops through your activities and then use send email. If the client wants this to be automatic, It's a little more involved.  You'll need to build an application that uses the API.   

 Hello, I'm researching some information for a client. My client is looking to get email alerts sent to him if one of his users does not complete an activity before the due date. He wants to be alerted of anything that is past due. I've poking around the e-mail prefreences in the Admin and user profiles but can't seem to ...

Nevermind...found out I can loop thru a table using 'Build Selection List' and use the list of IDs I built to specify my loop set. Thx

Was this 'loop through selection list' implemented? I'm not finding anything...am I missing something? Thx

I can't seem to filter out unwanted items from a dropdown on a page when it loads. I'm passing the dropdown recID via shared result I want to omit from the dropdown options. I can get the undesired value to go away but only after clicking on the dropdown. Can't I get the dropdown to filter on page load? What am I missing? Thx