Method Community

Hey keita, Can you confirm whether these fields were created on your screens or in the Customer table? If it was created in the table what do you mean when you say "they will not flow over into the new fields"? From the error message you posted it seems as though those fields were created on the screen itself an not in the table, ...

Glad to hear, let us know if you experience any other problems  - Ashur

Just to clarify, this is the only other solution besides the one mentioned by Mark Crews, as they are both legitimate solutions. - Ashur

Hi Test, If you're not utilizing a supported Payment Gateway, then with our current platform, the only other way to do this would be to utilize our Call Web Service action. You can use this to call a service, insert your parameters, specify whether or not a response is returned, hold the information in an action result, and even prepare a ...

Adding on to my last comment, we just pushed out an update to the Contacts screen last night so you may have tried accessing the screen while the update was being pushed out. Click here to check out the release note. - Ashur

Hi k.leeser, Have you since logged out then back in? Are you still experiencing this issue? If so, regenerate the below tables then try again: Entity Customer Contacts In order to regenerate a table go to Customize > Tables/Fields > click on the name of the appropriate table, i.e. Entity, then click Finished Editing Fields. ...

Hi keita, I'm a little confused here, can you clarify exactly what you're trying to do. In your second sentence it sounds like you're trying to replace a current screen with the CRM_NewLead(2). But your third sentence sounds like you want to replace the CRM_NewLead(2) screen with the existing screen under the "new method ...

Hi Marcelo, This can be easily changed by editing the appropriate Activity types to show/not show on your Calendars. Simply go to Customize > Screens > then highlight the CRM_ActivityTypeList screen name and click View to the left of it. You'll need to select the appropriate Activity types then enable/disable the Show on Calendar? ...

Mary - Thanks for the help! John - Let us know if you require further assistance. - Ashur

Thank you, I'll reach out to you tomorrow at 12:30pm. - Ashur