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[quote user="LaCrews"]They don't have a choice. Which version are they using?[/quote]
Just posting back to confirm that they don't have a choice, they'll always end up at the live version of the site unless you modified their portal link somehow.
~C
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[quote user="LaCrews"]Which version are they using?[/quote]
Since they don't have a choice it should be taking them to the live version of our site. I'll confirm for you.
~C
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[quote user="Blake C"]For instance, is there a way to Preview records by filtering certain fields?[/quote]
Not to my knowledge, I was reviewing the property grid for additional options but I could only find the number of rows setting.
~C
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[quote user="Blake C"]Anyone doing automated web UI tests against MethodCRM?[/quote]
We here at Method use the product extensively before it hits the stage version for each release cycle. At the staging cycle we allow customers who want to see the latest and greatest features of Method in so they can see what ...
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[quote user="Blake C"]Any way I can constrain/specify the test dataset the Preview is based on when working in the Report Designer?[/quote]
You can definitely constrain the data to a set number of rows as an option under the property grid.
~C
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[quote user="AutumnW"]I look forward to hearing your thoughts.[/quote]
Hi AutumnW, there are no plans to add this feature in the immediate future but you can definitely build in something like this yourself by looking at the save & email functionality on the Invoices screen.
~C
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[quote user="MikeB"]Can you please direct me to it?[/quote]
SmartVault pricing is located on their site here.
~C
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[quote user="MikeB"]What is the preferred way to use large documents/videos with Method in-field?[/quote]
How large are your files? Anything over 5MB will not work with Method's storage library as we have a cap on individual uploads at 5MB (and 500MB total storage on the server).
Videos can be large so if they're over 5MB you ...
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[quote user="MikeB"]it would be best to design a Mapping screen where a user could select customers/leads from a particular city/region and then press a button that initiates a map pop-up and plots the locations.[/quote]
The implementation is up to you but what you described is exactly how I would build something like this. Put a grid ...
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[quote user="MikeB"]I was wondering, wha't s the best way to use this feature?[/quote]
The best way to use this feature is through the Map object and the Plot Address action. You can either embed a map into a Method screen or call the map in a popup window. Both work great but I prefer my map in a popup for additional screen real ...