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I tried to search for this one, thinking someone would have asked, but I couldn't find it. So forgive me if I missed it. Previously I asked about sending an email based on an action such as checking a box. That's a built-in Advanced function. Can I do the same with a task? I can't seem to find that option. So the process would go as ...

Thank you, Ashur. I know of the Send Email action, I just want to fully understand how to use it. Right now I would like to be able to email a specific user, not just type in an email address. I just want to understand all the syntax of the myriad of choices when picking what each email field does and from where it pulls ...

And just to clarify, I don't mean that small little section under Customization-ActionReferences-Advanced. I want to see what all the different options are. For example, for a send to: you can choose "Value from Session". I don't see a choice to email a specific user or even better a resource. A resource,  I assume, can be ...

Is there a specifice document for understanding the choices to send emails from the system and the valid formats I can enter? For example, I see you can do some html type formatting for field labels to add the red asterisk, for example. In the body of the email I want to be able to send the recipient the contact details or at least a ...

Ahh. This is starting to come together a little bit then. So even though I am importing this list as "CustomerLeads", there is no CustomerLeads table/fields. It is really the same thing as the Customer table. Leads when converted to a customer then transfers the data in the lead table to equal the data in the customer ...

For the New Lead screen, we need to have a few checkboxes or equivalent. One is a true/false type: "Xcel customer yes/no?". This one is important as it is a field that needs populating when I import the csv file. Using my test file with one entry, I can't seem to match this field to the checkbox I have created on the new New Lead ...

Where is this done in Method in order to enable the sending of emails from the system? Thanks, E

Okay, I did create a grid with mostly jsust the default values. In view mode it displays Lead Status values with a checkbox for each. To the right (the overall screen is a 2x2) is the Lead Status field itself. Below are the 2 buttons for save all changes and delete active. First question... There is a blank area in the grid above the existing ...

Whew! Let me take a step back for a second and just address the first part. So by your description, it sounds like you have to create a custom screen in order to edit the lead status valuess at all. There isn't just a simple place to do that. Correct? Looking at your description, is there a place to better understand grid creation/editing? I ...

Hello, everyone. I am new to Method, and I am starting to customize some of the screens and fields. My first (of probably many) seems like it should be super simple, but I can't seem to find it anywhere. Where can you "see" the actual values of a field in order to edit (add or delete)? For example, in the New lead screen, there are 2 ...