Method Community

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.  ...

I am the Admin user for 2 new Method Accounts (2 different clients). I am trying to change or add items to the following dropdown lists. Please advise if these lists can be modified and if so how to do so since the instructions are not complete: Under Leads Type (which has 4 items only and limited in scope), Lead Status  (I ...

Hi Maureen, Linked fields are not populated until the record is saved. The record needs to be saved for the Activity table to grab the correct values for the linked fields from the Contacts table. What you are seeing on the add and edit activity screens are actions that populate these fields when a change occurs. There are actions for a ...

I want a contacts "Alt Phone" to show up in the "contacts info" section of the new activity screen.  The Alt Phone field was not on the list of fields to add on the New Activity screen, so I went to the fields/tables and added a linked field.  Named it ContactsAltPhone and linked it using Contacts and Alt phone for ...

Hi lzimmerle, The working stock screen is Mobile_Customers. Just make a copy of this screen and perform your customization on this copy. You can change what screens your mobile tab links point to by selecting Edit Tab Links… under Customize > Tabs > Mobile and selecting the screen from the dropdown to the right of the tab link ...

Ok, I see the transactions again.  However, now I have the original problem I had last year, where sales receipts show as 0. (See customer Bernstein) They walked me through channging the amount field to reflect the amount properly see below. Since my original custom screen no longer works, I can't copy it.  These are the steps ...

Hi lzimmerle, I am able to reproduce this issue using your custom screen. I placed a tab link to the stock Mobile_Customers screen in your Mobile tab. This can be seen as Customers (Stock). The transactions grid loads fine on this screen. It appears that you broke the gird on your custom screen the last time that you were customizing it. I ...

Mobile Customer sceen.  I've tried to replace it with the stock screen several times by copying the screen and choosing replace links.  I have an android phone that I use to test the screen becasue that is the device I use to view customers when out of the office.  I copy screen.  Publish it.  Then save and close and ...