Method Community

Ah I see it...  thanks. So is there no way to have a field appear in more than one place on a screen? Or will I have to remove it from that hidden section before I can place it somewhere else?

Hi Jason The reason you arent seeing the CreatedBy field in the Toolbox on your CRM_NewActivity screen is because its actually already on the screen by default. It is Located under the Additional Info section of the screen. By default, this field is Read-Only, and will be populated with the Username of the Currently Logged in ...

Hi Jason You can do what you are describing by navigating to  the Customize tab, and clicking on the Tabs tab link. From here click on Edit Tab Links... for the Tab you are attempting to reorder the tab links for. On the Scren which pops up, you can Change which screen will be opened when clicking on a ...

We are trying to modify our CRM_NewActivity screen and would like to display the current value of the dropdown field "CreatedBy" within the Activity table. However, the CreatedBy field does not appear in the "Add Fields" list within the Toolbox area. In fact, I only see text fields and checkboxes listed. Under Add ...

Hi Rick, The JobDesc field is unfortuantely not a field you can import data into via the contacts Table. This field is linked via the Entity table, and as such would require you to import directly into the Entity Table to populate data in this field. This field is typically used to describe information regarding a Customer Job. For example, if ...

As you can tell from the many posts I have here, we are continuing to work on customizing Method to meet our needs. In this case, we are copying the default Method screens and creating our own custom versions from them. My question is: I do not see a way to specity the order of Tab Links on each screen, or to replace default screens with custom ...

Hi Ben It's not a custom field, it's the standard JobDesc field on the contact entity.  I have modified my screen, so that this field is displayed, but when I'm doing the integration I can't map the data.  A workaround would be to add my own JobDesc field to the contact table and then map, but I don't want to ...

Hi Rick, Have you added the custom fields to the Contacts table in Method? If not, you would need to do this first to be able to import the relevant data into these fields.  You can do this by navigating to the Customize tab in Method, and clicking on the Tables/Fields tab link. From here, scroll down until you see ...

I'm trying to loop through a Table where a custom field called SalesOrderLineStatusRecordID = 7. When I set the original criteria, everything seems fine.     when it wasn't working for me, I went back to check my action set and this is what I found.   This is NOT a date field

Hi I am importing contact data into Method. I have Job Descriptions (Buyer, Director etc) in my contacts file to import.  I have modified my Contacts screen to include the relevant field, however there isn't an option to map this field when doing the integration/Import. How do I use this field, I don't want to create a duplicate ...