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And while you're at in could you PLEASE add the contact notes and Entity notes
In MANY of our customizations and workflow training we use...
contact notes for unique notes such relating to the contact
Entity Notes for notes that sync with QuickBooks
This consideration would be greatly appreciated!
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If you Edit a Contact and update or add a Title and Save Changes, the Title does not update in the Header of the View Contact screen until the page is refreshed.
Needs some Screen Focus actions
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First of all on the Back button of the View Contact screen, the Internal notes say Keep warm..., but the setting is Close and refresh.
Here is the observed behavior...
I needed to make a copy of the View Contact and Edit contact screens because of some customization (a few special fields) needed. These screens are redirected to the original ...
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The padding on the dashboard when I login is like the second screenshot.
I double checked to make sure the screen I demonstrated did not have force refresh after navigation. I'm getting these results without that
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Any updates on this. The web to lead form in Method classic is having issues these days....
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Just checking the progress of public pages. How soon will there be a client portal...that can be hosted on a website and clients can sign in?
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As we begin using Method in production, I noticed something that should be improved on the dashboard refresh.
When closing a screen that takes you back to the dashboard, there is a proximately a 3-4 second delay before the dashboard refreshes. After the refresh all the apps shift to the right almost 3/8 of an inch. See my screenshots below.
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We really DO NEED the ability to add or rearrange snapshots in Method Apps. Even if we cannot modify the original snapshot, if we could at least create our own and organize them according to the client need.
Is this on the roadmap, if so, any ETA?
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Step 3 - specify action result within a loop action doesn't seem to work.
I need to follow it with Assign Value to Action Result to produce a RecordID