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Hi Mortaza,
At the second image it is shown that the contact info is the same with the first and the activity is made via log-a-call button in Customer View. So the contact is automatically selected. (FYI, I disable NewActivity outside log-a-call).
Please advise.
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This should now be fixed, the screens should now load
- Mortaza
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Hello,
Unfortunately, there is no way to automate the sending out of the notificiation. These must be sent out by a Method user when they click an event (a button for example). You can see THIS post for a more detailed discussion. In the post, Jason mentions that you can use the Listbuilder to send out the notifications in ...
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Hi Cindy,
Looking into this now, I'll follow up with some information.
- Mortaza
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This is my first forum question and I'm REALLLLY hoping someone can help me ASAP!!!
I am the account manager of Method in my office and I need to know how to lock the description and price of items. I do not want certain sales reps to be able to change the price and description of items when they are entering orders.
Help, ...
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Hi Aaron,
There is no way after the screen has been created. You can add Linked Fields to that table if you needed a field on the screen that is not there for you to choose.
- Mortaza
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Main: Server could not be contacted. Please try again later.
How long will this be down?
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Is there a way to change the table that a screen is based on after it has been created?
Thanks,
Aaron J. Wood
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Hey Mahlon,
I was able to replicate this issue. I have created a ticket for our development team, I'll keep you posted in this thread.
- Mortaza
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Hey Aaron,
The reason for the first 2 fields you are unable to choose the other fields is because you can only choose Unique fields in the dropdown (i.e. RecordID).
But when you choose the field on screen you will be able to choose the fields, LeadTimeUOM & Name from the Wizard. On step 4 and 6 you can choose the drowndown choices and ...
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