Method Community

Is it possible to make Smartvault the default option for uploading documents, even to the point of removing the user options?

Jason, is there anyway of adjusting this without having to regenerate the form again?

Is it possible to run a report to detail the tab group, tab and screen access for each user and role? This is to eliminate the need to screen grab each tab group and tab settings page. Thanks.

I can confirm that my forms contain the Entity field...

Our client has just noticed a small problem. Although the activity has a contact in the contact field it appears that the link to the lead is not complete until manually selecting the contact dropdown and clicking the contact name again. We only noticed as the new lead had no activities until carrying out this action.

We're getting an error trying to open a report in report designer. "The report failed to be created" "Unknown time zone." Thanks.

Ashur, great advice. I've replicated some of the formulas in the basic Web-To-Lead form and can confirm that my call-back and quote web forms are linking the activity to the contact and working perfectly. I have put together a Word document with the formulas and some screenshots if anyone is interested.

Fantastic. Previously we were entering the name, phone and email for both the customer and activity table.

Ashur, great news, many thanks. Does this mean that now when submitting my form (creating a lead and activity) that the contact details submitted for the customer table are automatically entered into the activity contact details? Or do I need to ensure that the same information is also entered into the activity table to create the ...

Ashur, thanks again.