Method Community

Will we be seeing this any time soon?

MTN PATH, Take a look at this forum post for a better option. My recommendation will work but it won't be pretty, the option mentioned I this post will look much better. - Justin

Hi MTN PATH, Sorry for the late reply. Drag a Rich Text object over from the left side of the Report Designer and replace your Comments field with it. Next, click on your Rich Text object and in the bottom-right corner of Report Designer go to Data > (Data Binding) > Html > Binding and select the Activity.Comments field in ...

Hi Marcelo, Typically they're placed in order by the date, but I've been advised that yours has been customized to do it by RecordID. - Justin

Hi Marcelo, It's hard for me to say since I don't know how you've set up your screen. I'd say have a look at the placement of your Assign Value To Action Result and Enter Value Into Field On Screen actions. If you can't figure it out, you could always have a member of our Professional Services team take a look for you. Hope ...

Hi brivie2008, Have you taken advantage of your free consulting hour? I think it would be a good opportunity for you to sit down with a member of our Professional Services team and have them show you some of the ins and outs of customization. Let me know if you're interested and I'll have your account manager reach out to ...

Hi Melissa, The way this works is that if the Send an Email? checkbox is selected, any of the Save buttons will send the email indicated in the Send an Email section on the right. Unfortunately there isn't currently a way to automate sending out the email, but what you can do is check the Send an Email? box, ...

Hi InstaDRY, I'll need a bit more information. What do you mean by "landing page"? What's the difference between the links you want to insert? By "follow up" button I'm assuming you mean the button that sends the emails? Let me know. - Justin

Hi Mahlon, Unfortunately I cannot provide an ETA for this, but I'll try to get an update for you. As a workaround you can use separate Assign Value To Shared Result actions to assign values to multiple Shared Results. You could comment them with an asterisk or two so you know to take them out once this is fixed. - Justin

Thanks.  That is what I have been doing. Incidentally when you add a field to method classic, it takes 5 to 8 minutes for it to show up in method new