Method Community

Hi Bryan, Everything looks right.  There are a couple of things that I see, more for safety and efficiency that I'd recommend.  First, I'd loop only through the checked rows. This will ensure that you are indeed deleting the intended records, and also not loop through records unnecessarily. It may add to the actual ...

Hi Marcelo, We do allow you to set some activity preferences by default.  You can find these by going to Home > My CRM Preferences in the CRM tab group. Other settings can be defaulted through customization.  This can be done several ways.  In your case, you can use the Text Change event in the item grid to set the ...

Hi, On Method CRM for Quickbooks, there is no default way to block off certain dates for holidays in the activity calendar.  This goes for both desktop and online.  You said you could do this in the desktop version, was this through customization? You can achieve this type of function through customization. You ...

Hi Marcelo, You can definitely use the same name.  You might notice that when you add the first item in the work order that it will auto populate the Job Name field with that item. You can also change this yourself.  - Adam

Hi Lynn, I took a look and you have the screen, it is just not in the Campaigns tab.  You can go ahead and add the tab link to the tab.

Hi jpfiester, You can use the OnClosePopUp event on the main parent screen for the refresh grid action. - Adam

Hi, I've taken a look and it appears you may be right.  When you change or save an occurence in a series, there is a field called IsChangedOccurence.  This is set to false when the series is created.  If an occurence is saved, then this is set to true.  It appears that when this field is set to true, it no longer shows in ...

Hi matlow99, From which Print Preview button did you copy the actions from?  Our stock ContactsPortal_Transactions screen has a print preview button.  I would take a look at that if you haven't already.  My instinct tells me that you just haven't filtered by the invoice recordID properly. - Adam

Hi Lynn, Could you email me your account name and enable MethodSupport so I can look into this? - Adam

Hi WaveTec, There is no way to default the calendar to show everyones actvities.  You can do this when the screen loads by clicking change next to "Assigned To:" and selecting all users.  Also instead of using the Resource to filter to your Installation activity type, you can use the filter (step 7 of 8) and filter ...