Method Community

Is there a way to insert a solution directly into an email within one of the CRM screens, for example the New Activity screen? In Microsoft Dynamic CRM, the ability to insert an Article (i.e. Solution) directly into an email is a very useful too. Requiring a lead (with a case) or a customer to login to the portal and then try and search for the ...

Is there a way to increase the vertical size of the HTML editor? I have adjusted the NewActivity screen to allow for more room, and adjusted the number of input lines, however the HTML editor box does not increase in size. The small window makes it harder to use.

HI Method team, I am getting feedback from customers that through our contacts portal on the edit_profile screen the credit card field will not accept credit card numbers. A screen error indicates "please enter a valid credit card number"   I have checked the actions regarding the allowed number of digits and everything appears ...

Thanks Justin, I'll give that a try!

Hi InstaDRY, Have you specified your email provider in Method? - Justin

Hi InstaDRY, You could add a text field to your Users table to store the link, then add that as a Linked Field to your Activity table, linking it through the AssignedTo dropdown. This will ensure that any AssignedTo's WebLink will be available in your Activity table (which is where work orders are ...

Hi tateenglund, Our webforms don't feature encryption for credit card numbers, and we are not PCI compliant, so I wouldn't recommend trying to do this. - Justin

Hi Alex, There's no way to put a border around a cell as far as I know. Get Field/Object ID will just get the HTML of a field or object, it's mostly used for SQL overrides. - Justin

We have been finding that our e-mails through Method has been going to people's spam folders.  But if the e-mails are sent straight from our servers, they are going to the people's inbox.  Is there a setting that we need to be aware of?  Please advise.

Hi Justin, Thanks for reply. I appreciate. However, after testing with your suggestion, I still met some issues: Item (3), For a Grid with two rows (already in table), if I changes any column of these two row,  I expect that for every row, there is a "Action Before Edit" and "Action After Edit" triggered. ...