Method Community

would like to set the following fields required for any new opportunity: phone, e-mail, zip, opportunity amount, etc. Let me know please! 

HI Justin, I had a member of your team build it. I think based off the "Edit Profile or billing info" thought.  The project was to create a place where customers could enroll in our autopay program by entering the credit card info and checking the check box to authorize automatic credit card charges. It has worked for 18 months ...

Hi Brad, Although possible, to implement that much detail in one of our Web-To-Lead forms would be quite complicated, and likely take up a lot of space on screen. I believe this is something that would be easier to accomplish down the road, using Method:New's Public Pages. - Justin

Hi InstaDRY, The Users table doesn't have a stock screen associated with it. You could create a screen to interface with it in order to add your hyperlinks, or you could use our Import / Export Tool to update the table. To create a screen would be more work now but would streamline the process for future, the Import / Export Tool route is a ...

That did it, thanks

Marcelo, Try clearing your cache, then test again. Let me know. - Justin

Hi pdx971, I should also mention, you can temporarily full-screen the HTML Editor by pressing the  icon on the toolbar. Once you're done composing your message, click it again and it will return to its original dimensions. There aren't any plans to change the HTML Editor for Method:Classic, however Method:New features an HTML ...

Hi, While adding a new table today, I found an option while click "Edit table", which is "Delete Trigger From Table". May I know what this it and how I can use it? Thanks. Alex

Hi wildliferemoval, You'll have to add the Campaign field to your Add / Edit Work Order screen. You could then have it auto-populate when you select a customer for the work order by adding some actions to the Text Change event of the Customer dropdown. The logic to copy this field to an invoice when it's created from a work ...

I have noticed that when updating a case, if the Cas Comments (dialog) is left blank, it is still added to the "Existing Case Dialog" as a empty dialog. Is there a way to edit the update feature so that it does not add a blank dialog? If the Case Comments are empty (trimmed of white space), then the Existing Case Dialog is not ...