Method Community

Hi pdx971, The Cases screens isn't set up to use the merge function based on the Contacts table. If you wanted to use Contacts.Email instead of Cases.ContactEmail, you'd have merge that table into the Email function of your New & Edit Cases screens. We have a Help Center article about mail merge and how it works, you can find ...

We are currently considering switching from Verizon to Sprint. Sprint has a partnership with GoCanvas.com.  GoCanvas.com allows us to have all of our paper forms in a digital format. Salespeople use the forms on a tablet, have customers sign contracts on the tablet, and then it sends all the information back to the office or CRM. I want ...

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