Method Community

So, if I want to add additional things that I am tracking about Cutomers, the place to do that would be the Customer table then yeah?

Hi jsautel, My apologies for the late response. If you haven't done so already, please read through our documentation on pivot grids in Report Designer HERE. Don't forget to checkout the video tutorials at the bottom of the page. If you still have any questions afterwards, please post back and let me know. --Audisho

Hi InstaDRY, You can accomplish this by adding a label to your report with the text 'yes'. Then set the label's Visibility to No in Properties under Behavior. Now create a formatting rule, which you will apply to the label. The rule will set the label's Visibility to Yes if the field is set to True. You can generate this rule ...

Create a copy of a native method screen such as new activity. Make some modifications and publish the screen. When you try to customize the newly published screen,sometimes it tries to make a copy of the original screen instead. It's not consistent, so you may need to try several times.

Hi GroGreen, My apologies for the late response. The Load and Focus actions are both triggered each time the screen is displayed. The difference is that the Load action is triggered prior to the record being loaded and the Focus action is triggered after the record is loaded. If you were attempting to hide an object that is loaded with the active ...

Hi GroGreen, My apologies for the late response. I'm not able to replicate this behaviour. Is this still an issue? If so, can you provide me with steps to replicate. It might help if you could post a screen shot of the red outline & hover error message that you're seeing. --Audisho

Hi Mahlon, My apologies for the late response. I'm not able to replicate this behaviour. Is this still an issue? If so, please provide me with a step-by-step walkthrough of how I can reproduce this. --Audisho

Hi Mahlon, My apologies for the late response. I'm able to replicate this behaviour as well. As such, I've created a ticket for our development team to investigate. I'll post back here once this is resolved. Sorry for any inconvenience this has caused. --Audisho

I was troubleshooting an error message for a client on a customized version of  the new contact screen. On the SaveBase button, insert customer action, the internal note is blocking some of the actions and I'm not able to scroll.

yes everything is working now~  Thanks :)