Method Community

Hi Jason, I tested this myself, but I’m unable to replicate this behaviour. When I copy an action set to the OnScreenLoad & OnClosePopup events, the order number is set correctly for each event individually. I suggest you try the following: 1) Clear your browser’s cookies and cached files 2) Use an incognito or private browsing ...

In "Advanced Screen Properties", "Step 2: Actions", copying an existing action will put the incorrect numbering in the "Order Column". For example, in the event OnScreenLoad let's say there are 26 actions, and in the event OnClosePopUp there are 10 actions. When you copy an ...

Hi Mahlon, Thanks for bringing this to our attention. I can confirm this is an issue and have created a ticket for our development team to investigate. I’ll post back once this is resolved. Sorry for the inconvenience. -Audisho

My mistake, sorry

Hi Mahlon, An HTML line break tag is written “<br>”. In XHTML it’s written “<br />”. I believe the first should work fine, but if not try the second. If neither works, post back and let me know so that I can investigate further. I hope this helps. -Audisho

The timestamp on the app ribbons for activities is about four hours off. See screenshot

Hello Crew, In this week’s 3rd release we’ve made several fixes for to prep for the launch of Method:Donor. Summary We’ve made several fixes for to prep for the launch of Method:Donor Details and bug fixes Improved process of disconnecting QB sync from Apps.Com. (ticket #PL-999) Miscellaneous Method:Donor ...

The message field of the send email action seems to have some formatting limitations for line spacing. </br> tag doesn’t seem to work in an expression. <div> tags seem to get the line breaks but I can't get two line breaks. Am I missing something?

Hi Wayne, You can do this, but you’ll need to perform some very basic screen customization first. The CRM_NewActivity screen contains 2 checkboxes labelled “Email Activity notification?” & “Email Follow-up notification?” in the section of the screen labelled Hidden Section at the very bottom. You will need to ...

Hi IBC, As per the personal message you sent me, I will do my best to explain how this can be accomplished through customization. The option I am going to present you with will only allow you to attach 1 document. If you would like to attach more, the customization becomes significantly more complicated, as Method allows a maximum of 5 ...