Method Community

Hi Jonathan, I think you’re best off using the built in shared records feature in Method for this. In your user setup on step 6, you can define what users have access to other user’s records.   The stock screens have built in filters that only display records that a user has access to based on these permissions. If you are ...

Hi BBQ Brian, The activity comments are a short summary of the activity itself. The idea is that you summarize what is discussed in the email so that it is easier to locate a specific activity at a later date. While you can copy the entire email and paste it into the comments section, there is no way to increase the number of characters that are ...

Hi Audisho, OK it worked now :) Thank you.

Hi Method, I'm in the middle of creating the screen for managers where they could see the customer's of their subordinates. But still failing in showing those accounts, can anyone help? These are the steps that I took, 1. set the user to be able to see other's record in Users 2. Set filter to Shared users - listed by sales ...

Hi Audisho, OK it worked :) Thank you Audisho!

I'm liking the Gmail Gadget however not fond of the situation when adding an "activity" that it truncates the message...  is there a way to change the default field length from 250 characters to full email message length? BBQ Brian

Ah, yes.. That works wonderfully!!   Thanks You as always! Maureen

Hi msfeld, There are a couple of ways that you can go about doing this. If you are only going to be adding additional options to these fields very rarely or only once, the quickest option would be to import new values into these tables using the Import / Export tool. The tables are LeadStatus and CustomerType. Your alternative, if you are going ...

We have code that has been in place for over two years and worked flawlessly. After the login changes we have started getting the following result: <?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "Failure. There were problems with running the query, please verify your parameters" ...

I was actually just doing this when I saw this email.  Go to Cases, click on New Cases.  For the Status, click on the elipsis (...) on the right and a screen will pop up allowing you to edit, delete, add, etc. For the Type, put a check mark in the Additional Information box and a window will open with the Type on the right side.  ...