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Ok, I'll post back when I find it again
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The following updates are now live for users of Method:Classic.
Fixed issue where the DropDown_RecordID field displayed zero when the DropDown field is blank (Ticket AS-1183)
Fixed issue that caused the credit card processing action to error when submitting a payment via PayPal Account (Ticket AS-1255)
Cheers
Jon
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Hey Mahlon,
This may have been an odd case, as I'm having trouble replicating.
I followed the same steps, Button pointing to Another Set > Renaming button > Save > and the Action was still pointing to the correct Action Set.
-- Mortaza
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Hey Mahlon,
I have created a ticket for our development team to take a look, I'll keep you posted here.
-- Mortaza
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Hey Cameron
There isn't a filter for Opportunity by Campaign. You can however customize the screen to add that yourself. You can take a look at the filters in place and use those as a guide to create yours. The actions for filtering are found on the Generate Report button. The field you'll want to filter for is ...
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Hey Maureen,
I did take another look, first I wanted to confirm which Roles you are referring to, is the ones listed under ‘Customize > Roles’ or the Roles on the Users table that references the Tab Groups?
Knowing this we can put together a efficient solution than the quick one I put together that may leave room for a lot of ...
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Hey Jason,
In terms of Report Designer, we do not have a full documentation of all the Tables/Fields. If you have any specific questions in terms of any Tables or Fields to use in which case - I'm more than happy to help.
-- Mortaza
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Renaming objects with actions can cause actions to break.
For example, I have a button named Save with another button calling the actions from Save. After I renamed it to Save & Back, I had to relink the actions on the Call Another Action set.
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The Go to contact action on the new activity screen should have a Save All action so any changes are save in the event you look at the contact during the creation of the new activity.
The Go To Screen also needs an Internal Note
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