Method Community

Hi Deb, As it's a customized screen Support will not be able to assist. If you would like you can email me over your company account, and the exact screen name and I can create a copy and look for the issue. I'll follow-up with what information and you can fix it on your live screen. My email is in my signature. -- Mortaza

Recently, I added a couple of new fields to the CRM_NewActivity screen.  They are now, however, showing up when you log on in the mobile version.  How do I make them appear?  Do I need to create a copy of CRM_NewActivity and format it for mobile?  How to I make it show up when one is logged into the mobile version, but not in ...

Thank you, Maureen and Mortaza for your responses.  Unfortunately, I have not been able to resolve the issue.  I don't see any line that refers to adding to a table or field that I have altered and I don't really want to try changing something to see if it fixes this issue, only to break something else.   Can I call ...

Also Jason wanted to add:  Export your Contacts table and check the TagList formatting. Make sure it is formatted correctly. I have seen cases where the formatted was changed during customization or an import. Please look at our Help Center article on TagList to see how the formatting should look. -- Mortaza

Hi Mahlon, No updates as of yet, I'll bring it up with the team again and see if I can get an update - I'll follow up with that information. -- Mortaza

Hi Mahlon, I have put in a feature request for this option, I will update our thread as soon as I hear back from the team. -- Mortaza

Hey Fred, If I understand correctly: you want the series to update occurrences upon save - but not overwrite additional data added to the occurrence manually. This would be an extremely complicated functional logic to put together and I don't believe this can be accomplished.  We do have in-house Consultants that can look into if ...

Thank you!

Hey Jason, On my end they seem to be filtering correctly. For testing purposes I setup a Filter by TagList to test. You can do that on your end by: In my example I am using a TextInput value on Screen titled 'TAG' Do your Tags have special characters by any change? Or spaces? Also in regards to the search accepting partial ...

Hmm... OK, this was my mistake. I am not sure why, but I was trying to do the import update into the Contacts table and not Customer. I tried a test update on one record into Customer and it worked just fine! Thanks again.