Method Community

Hi sunburstaz, Would you try to preview the report in Report Designer? You can do this by clicking the "Preview" button on the top-left of the bottom section of the Designer: Let me know the result. - Justin

Hi Edward, Which screen are you referring to exactly? - Justin

Hi edward, Are you trying to paste a screenshot into the text area of a solution? If so, that won't work. You'll have to either upload the screenshot to Method or link it from an existing source on the web. First, you'll want to click this icon on the New / Edit Solution screen: Then the Upload File Wizard should ...

The screens for the default Contacts Portal are in the format ContactsPortal_<Name> for QBD and ContactsPortalQBO_<Name> for QBO. They can be found in Method by navigating to Customize > Screens. You'll most likely want to add this label to your Recent Transactions screen. - ...

I am designing a custom activity report and when I enter the Comments Field in Report Designer I see the HTML coding.  How do I get rid of this in my report?

how come when i pull up an activity for a specific contact/lead, all of their information like company, city, etc does not all pull up on the activity screen?

and where would i go to do this change?

same result.

Hi edward, Since pop-up blockers are client-side applications/plugins, it's not possible to avoid them server-side (through Method). Basically, it depends on the user's applications and settings and not on the website's. You'll have to advise your customers of this, perhaps by placing a text-label near the view PDF button ...

I have been trying to create some solutions for clients/leads for portal issues. I am however running into an issue with screen shots. Since most people are visual, I can not seem to insert a page screen in these message blocks. help. thanks