Method Community

Hi Cameron, It just populates the dropdown field with what you've specified in the action. If it's not an option in the dropdown, you will get an error when you attempt to Save the Activity. If it is an option in the dropdown, it will get matched up to that entry. Could you describe some more about how your filtering works? - Justin

Hi Robert, I've created a case for your issue. One of us will reach out next week to take a look with you. - Justin

Yes, this is still unresolved.  I've tried everything.  Let's work on this next Monday, 3/16/2015, please.  

Sorry again - jump to this message please: Just read this last one, ignore previous messages. I forgot to ask 1 thing: Besides: 1) One thing I noticed on the esimate grid is that we added in an "e-mail" field into it. However,  can't find this field in the new invoice sreen I created. I can only ...

Gotcha. I changed settings to remember all invoices. I'll check tomorrow after I sync ot make sure all invoices are in there now.  OK - I didn't know you needed to hit save first. Now I got it. Thanks!  One thing I noticed on the esimate grid is that we added in an "e-mail" field into it. However, I ...

Hi, When I sync a customer from outlook to Method, method add initials that do not exist to the clients name.  Please have this stop. Thanks,

Thank you, this was helpful and i was able to achieve my goal. I was just wondering, since it requires I type in the Status rather than choosing from the list of statuses I have in the system, does it only populate the field with the typed phrase? Or is it converting it to the Status that has been set up if it is an exact match? Example: When I ...

Is there a way for me (as the administrator) to receive notification emails everytime any user creates or edits a lead, customer, opportunity, or activity? All the email notification would need to say was the users name and what they created (activity or opportunity...), and the ID of it.  Basically, i would like to know when ...

Hello, I'm trying to make a report that has show the activities completed in our office per week. I have the report layed out the way I would like it to look except I can't get my report to only display the last week's worth of work. Each week I want to only run the previous week's worth of work. Please help. Allison

Thanks for responding so quickly! I noticed in the Customer Portal video it says we can use the default portal or create our own portal 'and go wild with that', so I was wondering if 'going wild' means designing with our web developer to have a different look/feel to the portal. Or is that level of customization not ...