Method Community

Hi Mahlon, Can you explain your action set to me? Why are you setting the active RecordID for the screen and retrieving it using the session variable in the same action set? There are other ways to get the RecordID such as within one of your Retrieve Value From Table actions or if you’re creating a new record, from within your Insert Record ...

Hi Craig, We experienced a minor glitch that effected a small number of our user’s ability to sign in after we deployed an update earlier today. To resolve this, you just need to clear your browser’s cookies and cached files and then sign in again. This article explains how to do so on several different browsers: ...

Hi Maria, Sorry for the delay. I understand that this is having a detrimental effect on your work process and I thank you again for your patience. I spoke with the support representative who is assigned to your case. He is going to reach out to you in approximately 1 hour (~3:20pm EDT) when he is available. If you are calling us, please make ...

Hi pinline, You can accomplish this in a couple of ways. 1) Create 2 tab groups with the desired accessible screens (1 for each role) and give each user access to the corresponding tab group. 2) Select the roles that have access to each tab link (screen). This can be done from the Customize > Tabs screen by selecting Edit Tab Links and ...

Hi Matt, I see what you mean in that there’s really no way to progress through the “steps” showing each as it needs to be completed, but also allow the user to skip ahead by manually displaying a step. As such, I have created a feature request ticket to include an action for toggling the collapsed state of a section. I hope ...

Hi Shanari, The easiest method for accomplishing this would be to add a dropdown field to your Customer table that links to your students (probably your Customer table again). This is your referral field. You can then add linked fields to store the additional data that you need via the dropdown such as the student # and student email. When you ...

Hi Matt, You can use the Show / Hide Controls action for toggling the visibility of the entire section. Unfortunately, there is no action for simply collapsing the section and having the heading remain visible. Is this something that you need? If you can explain to me why this is a necessary feature, I’d be happy to create a feature request ...

Hi VLocke, I was able to create a trial SV account to test this out. I simply added a button to display the CRM_NewDocument screen in a popup from the portal. As I suspected, the upload to SmartVault option is available. As for linking the document to the customer, I suggest you take a look at the actions on the upload a new document button on ...

Hi VLocke, The SmartVault (SV) connection on a Method account is company-wide. This means that anyone accessing the Upload Attachment… screen via the account in question will be able to select the upload to SmartVault option. I don’t have a SV account to test this myself, but this should function the same way via the portal. Keep ...

Hi Mahlon, I put together a quick character function in an attempt to replicate this. Even using this character function to insert the activity comments and navigating to the activity via the opportunity, I am still unable to replicate this behaviour. The HTML displays as it should with the exception of “ ” within the ...