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Hi Mike,
You are correct, when using the "Loop through Table" action, you do not have access to any other SQL commands other than the "Where" clause, you do not have access to the Advanced Script features that "Retreive value From Table" can offer.
-Ben
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Hi James,
It is possible to add new "Lead Ratings" to the existing list (Cold, Warm, Hot). You would have to create a new screen and base it off the "LeadRatings" Table. It should look similar to the screenshot below (You can use whatever name you want for step 1, and you don't necessarily need to add this ...
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Hi Karen,
To answer your first question, yes, if you have labelled a DatePicker object "From Date" and then use reference this "Value from Screen" it will use the date that was entered in this object. You will have to identify in your Custom Button, which field you want this object to be applied to. ...
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Hi John,
I just wanted to thank you for this post, this is a great idea. I just downloaded this app myself, when I have some time I am going to try it out with a similar setup to what you have described.
-Ben
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Hi Wildliferemoval,
When you get the chance, could you send me either a private message on the forums, or email me directly (email is in my signature), with the CompanyAccount Name you enter when logging into Method. Also, please make sure MethodSupport is turned on. This can be done by going to Customize->Users, ...
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Hi Ben,
if you are referring to the "x" in the far right of a pop-up window in Method (like the screenshot below), then there is no way to remove/disable this close action. We do not have access to this from the Method Screen Designer area.
- Method_Ben
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Hi JPauletti,
At this time we do not have functionality to add a digital signature to Method Screens, including Mobile, even through customization. If this is a must for you and your employees, I can only suggest downloading an app on a tablet/smartphone that would allow you to take in a digital signature, and save it as a picture ...
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Hi James,
I am glad you are able to utlize this workaround. I have made a note to update this thread if there are any updates for this issue.
- Ben
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Hi James,
I have taken a look at your account and was able to see what you are referring to. We actually have a ticket in for this issue, it seems that when using tags in tables other than Contacts, they do not appear correctly within the "tabbed" areas of a screen. As a test, I added th "TagList" ...
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Hi Brett,
Even though you can add the DurationHours Field to your screen, however this is a system Read-only field, so you will not be able to change it. You will have to use the DurationMinutes field instead.
- Ben
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