Method Community

Hi industrialrobotix, I've put in a feature request for this on your behalf. I'll keep you updated through this thread. - Justin

Hi mholden, Sounds like your Leads grid's Go To... link is referencing a tablink called "Edit Lead". Just make sure under Customize > Tabs that you have a tablink called Edit Lead and it should go to whichever screen is attached to that tablink. Hope this helps. - Justin

Mahlon, What's the behaviour associated with the switch account function not working? You might want to give us a call about this one so we can do a screen share. If you'd still like an account removed from your Method ID, please email me the Company Account name associated with that account. Alternatively, if ...

Hi Mahlon, Could you confirm whether or not this is still happening for you? - Justin 

Hi Mahlon, I've created a ticket for our development team to look into this, I'll keep you posted through this forum thread. - Justin

Hi mholden, You should be able to do this using a grid and the Export Grid to Excel action. You'll want to create a custom screen containing a grid with the information you want in it, then use the action to export that grid to Excel. Hope this helps. - Justin

Hi Mahlon, It turns out that when a user signs up for a LinkedIn account, their profile URL is automatically generated in the format http://www.linkedin.com/pub/name/n/nnn/nnn. Users then have the option of creating a more meaningful URL in the format http://www.linkedin.com/in/username, specifying an available username as ...

Hi Mahlon, I've put a ticket in for the issue with the End Date field not being saved in the Date Difference function. For the other issue, it sounds like you'll want to change your Date Difference function to Show result in Total Minutes as opposed to Minutes. Show result in Minutes simply calculates the ...

Hi Mahlon, It looks like it only accepts URLs of regular LinkedIn profile pages. The /pub/ URLs are public pages. You should be able to get regular URLs if you have added the contact to your LinkedIn network. - Justin

Hi mholden, It sounds like you could use the Import/Export Tool to do this. You can find it under Customize > Integration Tools in Method. You'll likely want to export your Customer table to a CSV file, which is easily sortable in Excel. You'll probably want to do something similar to this: Hope this ...