Method Community

While I have you here, is there a way for me to move things around in these action sets that i have not noticed besides clicking the little up and down arrows? That can get real real cumbersome when you have 25 entries and are adding 8 more that need to be up at the top.

Ok this is what I was suspecting. I'll have to go into my conditionals and rehide the things that started out hidden, then.

Hello! Does anyone know if the edit customer screen does not fully refresh after I save and close it and open up a new customer edit screen? I am having some trouble with getting things to show/hide based on true and false flags. I actually remade the entire screen that I had already customized and set up a bunch of debugging messages and ...

Thanks, I looked those over. I think my confusion is that if you read those two pages, they are basically saying the same things. ie: What is a case? It's helpful to think of a case as an interaction between your company and another entity. Basically speaking, creating a case means creating a record of interaction between a ...

So, I am playing around with these two screens (as I am trying to make room for more tabs) and I am struck at how similar they are. Activities seems sort of like a more robust version of Cases to me right now. Could someone help me understand the difference in these screens and tables? I looked at the Method help files on them both and they ...

Ah yes this makes perfect sense. I am not sure how i got confused on that.  I will test this as soon as I figure out why i no longer see customer data when i click a contact to edit. Not sure what I have done.

Not sure where I am going wrong here but I am getting an error thrown. Here is what I am trying to do:

Hello! I have done a fair amount of custimization to my new customer screen (also to my edit screen). I would like to duplicate a lot of what i did in my new and edit lead screens.  Is there a "best" way to do this? It's hard for my to do without being able to open both screens side by side at the least, although if there ...

Ok great.  One question, Which delete action am I adding? The one from Screen that says delete record or the one from table? Want to make sure I don't delete the wrong thing.  Thanks! 

So, if I want to add additional things that I am tracking about Cutomers, the place to do that would be the Customer table then yeah?