Method Community

Hello, One of the features we are trying to use with Method is the ability to upload .zip files and provide a way for our clients to download them via their portal. I worked out the portal issues, but now when I try to upload a 22 MB file, the screen seemingly times out. I read previously that you limit files to 5 MB. Is this still true? If it ...

Hi Justin, Yes, all the links are updated correctly. It's almost like there is a delay, as if there is a cron job running every so often to update the screens for contacts. If I walk away from it for a period of time and then come back, it will be updated. But the changes I make to the screen are not visible immediately after publishing. If ...

I have been working to customize our Contacts portal screens. However, it seems that when I make a change and publish the screen, the changes are not updated online and the old screen is still shown without any of the functionality I have customized. What the heck! This is so frustrating... What do I need to do to get these published screens to ...

Is Method NEW using HTTP/2?

Situation: I need our clients to login to the Contact Portal and have access to documents associated with their Customer account. So if they are a contact of the customer, and they login and access the documents associated with their customer account. My solution is to: 1. Create a custom Documents screen accessible via the Contacts Portal ...

Thanks Justin. I added the solution RecordID as the first column so it can be assigned to an actionResult when the "text is changed." Then, using the actionResult.RecordID I do a lookup for the SolutionBody and insert it into the Email body. Is there a way to assign the Record ID to an actionResult without it being the first column for ...

Is there a way to sort a DropDown field? I am creating a dropdown field that will be populated with our Solutions List. When a Solution is selected, the RecordID is saved to an ActionResult and then the associated Solution is inserted into an Email Body field. To make this easier to use, it would be very helpful to have a sorted list by ...

Thanks for the detailed infromation Justin. One more questions. When adding a customer, the initial contact is created from the New Customer screen. It sounds like I need to add Student Number to the contact table, but how do I update that table/field from the New Customer screen when adding a customer (and therefore a contact) for the first ...

Hello, I have configured users to send email through our Office 365 SMTP email server. I added Method's IP addresses and the emails are being received. However, the emails are not being saved/recorded under the SENT folder within Office 365/Outlook. Has anyone figured out a way to get this to work, or is the BC: email the only option? This ...

I am trying to setup SmartVault with Method CRM. I have established a SmartVault account and performed the Method integration setup. They are talking. When I try to add a document to an existing customer, following the exact steps found on the CRM help section, I recevie the following error: "The Document no longer exists in SmartVault. It ...