Method Community

Glad you were able to resolve it! Cheers, Nelson

Hey Rolf, Sorry to hear that your workflow has been impeded. I've tested opening multiple reports at the same time with Mozilla Firefox and Google Chrome and have been successful. When using Internet Explorer on the other hand, I have been able to replicate an issue which sounds very similar to what you are experiencing. In order to ...

Hey Vlocke, I will need a little bit more information from you before I can troubleshoot the problem your running into. Here is a summary of the problem based on your forum post (please let me know if I missed anything): 1. Created a new field object in the "New Lead" screen 2. Added action "Enter Value into field on ...

Great thinking David! When I first started customizing I would generally take a look at other screens and try and replicate their funtionality. In many cases this can be tricky since Method has a number of moving parts and little triggers in places can often make a big difference across the entire screen. The action you are looking to ...

Hey VLocke, Your thought process is definately on the right path; however, I'm going to breakdown your question into pieces.  What you would like to do 1. Set up a field in the Customer table called CustomerWebsite 2. Need to be able to edit this field in: New Leads Edit Leads New Customer Edit ...

Hey Suzanne, In order to open you email links by default in gmail you do not need to do anything in Method. However, that being said, you will have to change some settings on your PC or browser to make this happen.  Here is a guide from google which will provide you with each of the steps you need to do to make this work: Making ...

Hey Garrett, You're definitely not missing anything. The reason why you're experiencing this issue is related to the way Show / Hide Tab Links action works. In order for the action to "happen" the tab must first be loaded on the users screen. When you first log into Method, you only load the tab ...

Hi Garrett, The most efficient way to go about restricting user access to the CRM afterhours is by building some logic into your screen's onLoad event. Before I go ahead and describe the workflow to you, I would recommend you organize your CRM users using tab groups (this will reduce the amount of work you will have to do later). Once a ...