Method Community

Hi mholden Unfortunately there is no undo function in Method. One work around that you can use, and is a good thing to get into the habit of, is copy your screens before you make any major changes. This will help you out if you make a mistake, you will be able to switch back to the older screen in seconds. Jeff

Hi JY How many people, approximately, would you be allowing or not allowing access to the Payment & Info tab? That might determine the best way to set this up. You can hide a section in the Advanced Screen Properties which can be accessed via the 'Advanced...' button on the left hand column when customizing a ...

Same issue as this thread: https://www.method.me/cs/forums/t/6603.aspx  Jeff

Hi Henry51 I believe you spoke to one of our support team yesterday and don't need further assistance. If this is not the case just let me know. Jeff

Hi pookiefeb I just have a quick few questions for you. Is this for a custom activity screen or the stock screen? How often does it happen? Is there anything in particular you do differently for this to happen?  I did find that when you change the contact on an activity with 'Send an Email' checked and the ...

Hi pookiefeb Have you set the new Estimate template as the Default Print Template? Or is it that you can't set it as the default because it hasn't shown up yet? If you haven't there are a couple of ways to do this. set it yet  Option 1 - If you have Field Services installed you can set the default Estimate and ...

Not a problem, glad I could help out. Jeff

Hi pookiefeb I've had a look at automating the spell check but I haven't had any luck. Unfortunately, it appears the only way to do it is clicking the ABC spell check button in the Body textbox. Jeff

Hi pookiefeb Unfortunately there isn't a merge function we could use here.  You could probably achieve this through customization but I get the feeling it would be more effort than needed for what is probably only an occassional occurrence. What you could do is create an activity under the lead you want to keep and use it ...

Hi InstaDRY Do you mean instead of clicking the 'Copy Address >>' button? If you find this to be an unnecessary step you could add a Lose Focus action event to each of the fields from the Billing Address that performs an Enter Value Into Field On Screen action to copy what you typed into the Shipping address ...