Method Community

I'm confused on the new "Related Activities" feature. When I click on the activity dropdown box to associate a related activity, all I see are a bunch of numbers.  There are no names that would allow me to make any sense of these numbers.  How in the world can a user be expected to memorize an aribtrary ...

How do I make a secondary dropdown appear based on the selection from a first dropdown? For example, I have added lead source to the additonal info section of the customer list tab link.  The lead source has a drop down of choices.  One of my choices in lead source is customer referral.  If I choose the ...

Michael, Just to follow up, for any other users reading this.  Another way to keep the same security across multiple portals is to create separate username and email address fields.  So if you want 3 separate portals for your users, you would ...

But many times there is a BIG difference between what an application developer is trying to do and how the user experiences it.  I still don't understand how the different tabs sync to Outlook and will need a thorough explanation on that.

fayaustin, The Method Calendar object currently does not work for mobile devices. Have you tried using the FieldServicesMOB_WorkOrders screen? It should list your Techs work orders, and it can be customized further to setup up additonal filters if needed. -Michael

Oh, I see.  I didn’t notice the ellipses.

Pdirect- What we are trying to achieve is to minimize the amount of fields a user needs to change/input when they create an activity based on its type. The Outlook plugin's sync is based off Activity type and based on which tab link you click it has a defaulted type.

 Is there anyway to copy the FieldService_Calander screen and optimize it for Mobile?  When I tried, I got an error message about not allowing Calander1 to be optimized. Our technicians really need to be able to see their whole week of activities, even if they have to scroll across. Any other ideas to get them a view of their ...

pdirect- Do you get a pop-up window when you click on ... next to Stages?

I highly recommend that Method begin using UserVoice for storing and rating suggestions. It would clean it up and help you focus on the most important priorities.  And no, I don't work for them or get any benefit from you using their service. I just use it for a couple of other applications and it's ...