Method Community

Paul helped me out here with info on how to copy action lists from the same screen. But what if I have an action list on one screen that will be very similar to an action list I want to create on another screen? Any way to copy it over?

Ronen, I edited my "Edit Customer" screen and my "Customer List" screen so they all show up in the same tab. Everything is going smoothly as far as the tab and its list of screen names are concerned. Thanks!   I have a separate but related question: In trying to edit the various links to other screens in the ...

Hi swm023,  Can you tell me if the Leads and Contacts List is an original screen or not? I want to narrow down the root cause of this issue and go from there. Once I have that information, I can dig a bit further.  Ronen

the edit contact screen that pops up is an original screen. the editlead screen that i use, which is updated after clicking save and close from the contact screen, is a custom screen. i customize info under the additional info tab

Hi smohyee, Let me know if this issue is still happening after you link to a new tab link within the Lists tab. It should link properly to the new tab link and won`t displace the Items tab link in the Lists tab.  I hope that helped.  Ronen  

Hi swm023,  I am here to help you with this issue and want to make sure that this issue is not happening on an original method screen. Can you please hover your mouse pointer over the tab link for the screen and let me know what is written in the rectangle white box that appears on the right hand side of the tab link. The indicator that ...

Ronen, Thanks for your reply. My understanding is that following your recommendation will fix the appearance of the strange tab group when I go to edit the customer, which I plan to do, but that's not quite the bug I'm reporting. I'm referring to the fact that Method switched to a different tab, and when I switched back to my ...

I am getting the following error emailed to me with one of our webforms...  It has been working well for a few months, and while we have received a few error messages along the way, they have seemed to be related to database changes we have made.  This one I can't seem to pinpoint to any change:   Your client had encountered ...

Hi Loewen,  These are the steps that would resolve your issue: Go to Customize > Tabs Click on Edit Tab Links... to the right of Leads which is listed under the Tab Name heading in the list This will open the screen called Tab Link for Leads. The Go To... link in the lead list is actually pointing to a screen that is attached to ...

it just happened again!!! i updated an email address for one of my contacts and she has disaapeared from the company.  she has now appeared under the company i was previously working with (the company that was left "open" in the edit screen)! this time i was able to delete her. but now i have to go back and re-add her to the ...