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Hi taurusgardening,
In order to help you address this issue, follow the workflow below to regenerate your Method tables.
Workflow:
To do this, follow the steps below:
Go to Customize > Tables/Fields
Click on the table you wish to regenerate; alternatively click Edit Fields...
Click the Finished Editing ...
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Hey David,
Let me start fresh here based on the screenshot I provided in my last post:
resultVendor is an Action Result created in the first action in the Vendor text change event on the Purchase Order screen.
You placed that Retrieve Value from Table action in at spot #27.
Move that action up to the #2 spot under ...
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Hey Grif,
You brought up a couple of problems so I am going to address them in order:
1. How to explain the difference between the Customer Portal and Web-Forms (Leads)?
Our team here has been agressively creating short instructional videos (3 - 7 minutes long) to help communicate the functional differences between the Portal ...
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Hey David,
There's only one action being created and it is built into the vendor textchange event list.
I've highlighted the action and the properties associated with it to help you.
Cheers,
Nelson
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Hi Greg,
As Mark mentioned above, MethodCRM has the capability to meet the needs of multiple departments within an organization.
Using our solution, thousands of users have been able to handle both sales (leads, customers, email marketing) as well as support (using cases).
Reporting is also ...
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Hey Rolf,
Since we're both using the same version of Google Chrome it leads me to believe that there may have been a Windows Update or another change on your local machine which is causing this issue.
From Method's perspective no significant changes have happened that would have caused this response.
Here are a couple things to ...
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Hi Nebo,
The field you are looking for is called CreatedDate.
You might be asking why is there a difference?
The reason why the field name is slightly different is because the Lead List screen is based off of the Contact table and the New / Edit Lead Screen is based on the Customer table.
The EntityCreatedDate field in the ...
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Hey Rolf,
What version of Google Chrome are you using? See the current browser version
Cheers,
Nelson
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Hey jwarren,,
Can you email us your Company Account name and activate the MethodSupport user?
To do so, go to Customize>Users and click the Activecheck box next to the MethodSupport user.
Feel free to reference this thread in the email so the support analyst can have all the ...
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Hey jwarren,
Sorry to hear your experiencing a problem.
In order to troubleshoot it better I am going to need to know a bit more information:
1. Has the New Activity screen been customized at all?
By default Method populated the Activity Type with Other and ActivityStatus with Not Started.
2. Have you customized the list of ...
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