Method Community

Hi pdx971, You should be able to add a filter to your grid to show only records where Entity_RecordID is equal to Portal- Entity Record ID. Let me know if that works for you. - Justin

Nevermind, I figured it out!! Thanks, all is solved.

Is Method NEW using HTTP/2?

Situation: I need our clients to login to the Contact Portal and have access to documents associated with their Customer account. So if they are a contact of the customer, and they login and access the documents associated with their customer account. My solution is to: 1. Create a custom Documents screen accessible via the Contacts Portal ...

I tried this and it wasn't working...I click save (which includes an action to assign this value to the field in that LeadRating table), then go refresh the Leads and Contacts grid, and the LeadRating hasn't been adjusted. So I tried a workaround which actually might make more sense in the long run anyways, but I'm reaching an ...

Hi Craig, You would want to update it with whatever the user has selected in your Dropdown object, so you'll want to select Value From Screen and choose your Dropdown next. Hope this helps. - Justin

Hi Mahlon, We're actively and continuously working toward improving this, however I don't have an ETA for any improvements at this time. - Justin

The speed in Method NEW is not satisfactory. I am experiencing slowness the last little while. A client that is using method new in a large customization love s the screens and the workflow, but speed is an issue. this will not be satisfactory long-term. How soon can we expect improvement?

Ok, tried implementing this but what I'm trying isn't working.  The middle step in "update field in table" action is "what will the new value be?".  When you select "Type in", you have to select either cold, hot, or warm.  I also tried assigning a value to an action result and then using that ...

hi blcpa :) you wrote you have set up some email templates to send to clients when you schedule a consultation with them... do you mind to copy and paste it please?? i am looking also for this template Thank You so Much!!! Natalie