Method Community

@Rolf Our developers are currently working on this issue and will have a solution shortly. I will let you know if when it has been resolved.

@MikeB [quote user="MikeB"]To confirm, changing that value should be OK and not cause anything to go haywire?[/quote] No this will not cause Method to go haywire. The App Specific column represent the selected Acitivity Type can only be found in a specific application within Method.  Ex. Our "Work Order" activity is ...

@MikeB No the update did not affect this table. In your Method Account, go to Customize > Screens > CRM_ActivityTypeList, select View. Check to see if "Meeting" is still on the list. If not, you can always add it back in. I am not sure why this record was removed from your account. However, this is an easy way to resolve ...

  @AutumnW [quote user="AutumnW"]My real question is: How do the amounts from Estimates & Opportunities relate to each other, if at all? [/quote] Currently, there is no relationship between the amounts within the Opportunity and an Estimate of the same customer. [quote user="AutumnW"]Ideally, after I ...

@JKM You can add butons to print the other 2 reports. You can copy the actions from the default Print button and then modify the actions to print the desired report. If the actions are exactly the same then you can use the Call Another Action Set function where it is needed. 

@JKM If space is a factor to move to the Smart Vault storage, then having documents in two places might not be the best choice. Using Smart Vault has the benefit that you can share / access the stored documents with other applications other than Method.   

@Dave We are currently building our Help center with these types of documents and will report back to you when we have it ready. In the meantime, can you provide me with some details and I will see if we can help you with your customization?

Thank you.. Please let me know if I can be of further assistance

@MisterBill Is this the first time you are trying to create a portal for these customers? Can you provide the steps that produce this error? I was not able to reproduce the issue on my side and I need a bit more information of the problem so we can troubleshhot it.  

@Rolf I was able to reproduce the tab function and it is working as described. If you want it to work differently then may I suggest a workaround. If you add actions to 'lose focus' on the field date, to go to the next field / object, then this will help with the way you like it to function. I will inquire with our developers if this ...