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@Rolf
Please be advised that the resolution for this issue is currently in our "June" Version on our Stage site (look at the option at the bottom when you sign into Method) .
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[quote user="Bridal Association"]I need to create a custome field for text in the activity window...[/quote]
First up, welcome to Method!
To add a custom field to the Activity screen you'll first need to add this field to the Activity table.
Click Customize > Tables / Fields and click the Activity table.
Type in your ...
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@Rolf
The solution has been done and will be included in an upcoming update.
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@Rolf
Just a note that the issue has been resolved and will be in an upcoming update.
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"June" version now available
The following updates are now available on the staging site. You can access the June version by clicking "Switch to the June version" when you sign into Method.
Note: the "May" version never made it live, as we held it back in order to make improvements to the new health-check ...
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I need to create a custome field for text in the Activity window the requiers a respons from the Assigned To person.
This field will contain text of under 50 characters.
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scott, I had a similar misconception about Outlook and Method. Right now I have Method set up to use its own templates and attach its generated reports, and to send within Method. I have this email BCC to myself so I can view it in Outlook later.
But what I would really love is to be able to click a "send email" button in Method, and ...
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[quote user="JKM@SA"]How do I set a default for a drop down field?[/quote]
When in the screen designer, click Edit on the drop down. On step 1 of 6, set the default value for a drop down then click next 3 times to get to step 4 of 6 where you should set the default value again. Once you've made those changes the page ...
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How do I set a default for a drop down field? i.e. when the screen loads I want the drop down field to default to the same selection each time, similar to how Invoice Type in Work Orders always defaults to To be invoiced.
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[quote user="MikeB"]Do I also need to press the "Add Table" button so all the tables are populated in the window below?[/quote]
You'll need to click the checkbox for, "This user is allowed to connect to the Method API", then select the "--All tables required for Outlook Integration--", then ...
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