Method Community

Hello DavidK, First of all,I apologize for the inconvenience. I am going to create a support case for you and our support team will reach out to you as soon as they can. We appreciate your patience. Have a great day! -Inder

Hello Jim, No, you are not missing anything. This is how the stock screen is configured where it does not allow you to add any comments in the follow up section. The reason behind this is once you set up the follow up, and if you click on the follow up activity, you can see the previous notes of the existing activities. Here is the link to the ...

Hello Jim, Here's my answer. If you want to create a future activity for the case you should use Schedule a Follow-up option. Let me explain in this way when you create a case on the basis of imcoming call, email etc, you create a activity for that. Since that activity(call, email etc) is already completed you do not set a future date ...

Hello Cameron222, Here's my answer. In order to achieve this, first create a Standard Web-to-lead form, and then on step 8 of 9: Edit Field Description, look for the formulas for Customer-Contact. Copy the formula and you can use this formula for populating First name and last name in your desired field. In the last line of the formula ...

Hello Jim, Here's my answer. First of all Duration is displayed in "minutes" and as you mentioned that activity you set is a future activity that is why the negative duration represent the minutes left to do the Activity. For eg. if it is showing -60 under duration column it means you have an activity due in 60 ...

Hello Blake C, I am glad to inform you that the issue has been fixed, please test it on your end and let me know if there is any issue.  We have test it on our end and it is working fine.  Have a great day! -Inder

I am glad it is working for you. Let me know.

Hello industrialrobotix, Here's my answer. As far as global search is concerned in the current version of method it is not possible. This feature was also requested before by few other users. With that being said, there is certainly a possibilty of implementing that in the future version. Thanks for your ...

You are welcome. I would suggest to add one more column, basically right now you are working with three cells in each row, once you expand it to 4 cells it should work fine. Test it and let me know the result. -Inder

Hello giseburt, Here's my answer. It is possible, but it will require a bit of customization. Firstly, you have to copy New Activity screen and click on edit. Once you are in edit mode, you can add a grid to the Recent History section based on the DocumentLibraryLink table. Once the grid is created you have to assign ...