Method Community

Hi Steve, In step 1 of 6 in customizing a drop down, you can set the default value for it. You can also set the default filter to correspond to that, by editing the grid filter and changing the "default" use case. Apologies for the delay in getting back to you -- I dropped the ball on that one. Cheers, Naeem

Hi Meghan, Glad to hear you're excited about our web forms. :) The web forms are a very bare-bones way for you to implement it flexibly into any web stack you're on -- that's why we just create a basic HTML form that can easily be integrated. Unfortunately, this means we don't have any built in spam protection the likes of ...

Hi Rob, I don't see anything out of the ordinary here with the code you included, it looks like it was a direct copy from our Web-To-Lead form with no additions.  It sounds like the issue is happening after pressing the "Submit" button, Method doesn't seem to know where this code is being submitted from(or from who's ...

Hi Abrasowski, This sounds like odd behaviour and I don't believe we have come across this issue before now.  I would advise you to try attaching a document from another browser, either Safari or Firefox, and see if you get the same disconnect results.  If another browswer does fix your issues, you could try wiping your ...

Hi lvelina, Unfortunately, the only way to accomplish this is by setting permissions on the individual buttons -- you can't change button roles globally.

Hi Laura, First of all, I hope you don't mind, I removed any personal information that was in your first post, but I did keep the one error message that gives us a hint to why you can't send emails anymore. "Response from Mail Server: Mailbox unavailable. The server response was: relay not permitted" This message likely ...

Steve - Thanks. Now is this built into a grid, or do you use the selection in the drop down to change the active record of the screen?

Hi Steve, Thanks for the question! In order to answer this I need a little bit more info -- is this a filtering dropdown, or an information drop down? in other words, is it a drop down attached to an active record (so it's a piece of information attached to a record)? Or is it something you use to filter (i.e see all records after 2014)? ...

Hi sjk, There is actually a field in the Customer(lead) table labelled CreatedDate, this date is populated when you enter a new lead into Method and I believe this is what you are looking for.  By default this field isn't available on the Edit/New Leads screen, however this field could be added to either of these screens ...

Gotcha. There's one way you can make this happen -- first we need to create TWO different filters in the grid. You already have one, which changes based on what customer you select: let's call this one the "Customer View". Create another filter for "All Customers" and set this to be the DEFAULT view: we'll call this ...