Method Community

I tried to invite new users and checked their email inbox to see if confirmation was sent. Unfortunately, those email addresses weren't receiving emails about my invitation. I tried inviting 3 accounts but none received any invitation emails. What should i do? Thank you!

Looping through a table does not respect the Order By field. This can be problematic when trying to get or update info in a certain order

I found my problem. I thought I had an action result above the statement, but was storing the value on the screen. Sorry for the bother...

Hi Mahlon, Are you able to give me a little more info here? If you create a new button/event and add a Conditional Statement to it (with no other actions) you wont see Action Result as a selectable value straight away, as none have been assigned from within this event just yet. If you then add any action which assigns an Action ...

When creating a conditional statement this morning, I noticed that action result is no longer available from 1st value.

Yes and Thanks!! :)

Hi Maureen, Ill be happy to help out! Fortunately this is a relatively easy change to make on the Report Designer Side to make this report function in the way you want. What you are looking for is the 'MultiLine' setting on the Activity.Comments object of the report. (Ive used the existing CRM_Activities_WithComments ...

I have made a new report that includes activity comments.  However the text from the activity comments is being compressed into 1 paragraph.  If I have notes from a couple different days, I would like them to show on the report like this (which is how they are entered in the activity): 5/1/16 Mr Smith called he wants a new pen. 5/2/16 ...

Hi gfoxjr, This is certainly possible, but will require some basic customization on your end. From the Sales Order List Screen, you'll need to add a new Grid View to the Sales Order Grid which has the Criteria 'SalesOrder.IsFullyInvoiced = No AND SalesOrder.IsManuallyClosed = no'. Let me know if you need a little more detail to set ...

Hi gfoxjr, Although the Necessary Tables and fields still exist in Method:New for document uploading, we currently dont have an app available to upload documents in the same way you could in Classic.  This is on our roadmap however, and we are intending to reintroduce Document uploading at a future date. Make sure to keep a close ...