Method Community

Hi GetRXd, 1) Go ahead and customize your New Opportunity screen. From the screen designer, click Edit on the "Save" button object in the Footer Buttons section at the bottom of the screen. Navigate to Step 2 of the wizard and you should see this: Actions 1-4 in this list are examples of screen-level ...

If I move a work order on the method calendar, from one user's method calendar to another user's calendar, then... about 140 copies of the work order end up on the google calendar.  This seems to be new in the last month of so. It has happened a couple times.  Does not seem to happen when moving things on one persons ...

Hi Kathy, We have a Help Center article on how to set up email with Microsoft Exchange Online located here. When you're ready for the IP addresses, send me an email by clicking the Contact button in the top-right corner of this message. I'll respond with a list of them. - Justin

Could you please provide instructions to set up my e-mail.  I use Office 365.  It was set up once but is gone now.  Would also appreciate instructions so e-mails look like they are coming from my and not method.   Thanks so much, Kathy

Hello Justin, I understand what you're saying, but don't know how to execute. Could you send me step by step instructions please? For #3 - we dont use sales order. Only Invoices! 

Thanks!

Mahlon, This currently isn't possible with public pages. I'll put in a feature request. - Justin

GetRXd, 1) You'll want to put some validation on the Save function of your screen. Take a look at the Save button as it is, it contains validation for the Customer Name and Contact fields. You can add validation for other fields the same way. 3) The easiest way to do this would be to add the BillAddressAddr1 field ...

I understand that, how about putting something simple in the field placeholder to deter that? My point is there are many times in my workflow coaching where all we need is those two fields. Now I've got to make a copy of the screens to do this which means the client will no longer benefit from Method updates, just because ...

Today, I went to add a new contact for a customer, which I have been able to do before.  However, when I try to save the contact I get an error that the "Full Name" field is blank.  I realized that the Entity name is not populating at the top of this screen to assign the Contact to a Customer.  After looking at the actions ...