Method Community

Hi Danny, It looks like that worked great.  We did not ever run into the "behalf" problem. I just followed those directions and it worked perfectly.   Thanks very much for the Advice  

 No worries Steve. Oh, and just to add, this really is a temporary workaround.  Our ongoing re-architecture work will provide a permanent solution so that you don't have to tell your customers to change their browser settings. Thanks, Wayne

That works.  I should have tried that earlier. Thanks for all your help, Wayne. -Steve

Hi Matt, Unfortunately we can't implement this functionality right now, but we will for sure consider it for the future releases of MethodAPI. Thank you Victor

 Hi Steve, the team has resolved the issue  - or at least provided a workaround :) This is a cross browser privacy issue and IE is very strict when allowing cross domain cookies, images and scripts. See - http://support.microsoft.com/kb/313558.  The workaround for this problem is to add www.methodintegration.com in the allowed ...

Of course. I was hoping it was a simple mistake such as this. Seems to be working now.

Easy fix I think.  Sounds like you are doing is inserting the ORIGINAL EstimateRecordID into the EstimateLine.  That will make the new Estimatelines associate themselves with the original Estimate! Instead, look at the first insert action, where you are inserting into the Estimate table.  You'll see there is an ...

Heather - just an update.  The addition has actually been made in the "labs" now.  It is bundled with a bunch of other changes in progress that will likely take a few weeks to get finalized and tested before being made live. Paul 

I'm adding a "Duplicate" button to a custom Estimate screen. Here is the process I've created: 1. Insert Records into Estimate Table (this copies the necessary values from screen and places them into a new Estimate. This part seems to work) 2. Loop through EstimateLine Grid -- Insert Records into EstimateLine table. I insert ...

Hi pdirect, That is a great suggestion, and we will bring it up to our hard-working developers. As per your question regarding permissions, in order for Outlook Integration to work, you need to give "Edit Fields" access to the following tables: - Activity: (Note: This field requires both add and edit permissions) - Opportunity - ...