Method Community

Hi Mahlon, I cant seem to recreate this on my end I tried using the record ID of a linked dropdown field and could only see what you are showing in your first screenshot. Would you be able to email me the name of the Company account and screen/table you are editing here? My email is in my signature. Thanks Mahlon. Regards, Ben

Hello! I need to be able to create a dropdown list for our customer names. It looks like it's possible, but I'm not 100% on how to properly set it up. Ultimately, we want to be able to have our customer list as a dropdown within Method AND on our web-to-lead forms. Thank you!

Hi Jason You can Display the information contained in this field as many times as you want on this screen. But Keep in mind only the information that is in the actual Field itself will be saved to the table. If you want to have the information displayed on more than one object, you could set an Action on Text Change of ...

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 ...