Method Community

Hi mholden, Sounds like your Leads grid's Go To... link is referencing a tablink called "Edit Lead". Just make sure under Customize > Tabs that you have a tablink called Edit Lead and it should go to whichever screen is attached to that tablink. Hope this helps. - Justin

I tried thisand it still does not seem to be working correctly

Total minutes mostlytook care of my calculation problem.  There still seems to be a little issue with the way it's returning the time. I have an activity that begins at 10 AM and I drag it to end at 11 AM. the ending time is returned as 11:00:20 AM and Total Minutes returned as: 60.3333333333333. I'm sure I can do rounding to ...

It looks like the contact details refresh OK. However, if you update the address... which is coming from the entity table, it does not update without refreshing the screen. I think this is being created with an expression.

Mahlon, What's the behaviour associated with the switch account function not working? You might want to give us a call about this one so we can do a screen share. If you'd still like an account removed from your Method ID, please email me the Company Account name associated with that account. Alternatively, if ...

Hi Mahlon, Could you confirm whether or not this is still happening for you? - Justin 

almost there!  :) i made the custom grid but now have the following two "how to" questions to complete this: 1. i only want to see "Main" contacts, I'm not sure what the criteria is and how to set this filter. 2. i do not see the action to export to grid.  is this something i need to create and add to the ...

Hi Mahlon, I've created a ticket for our development team to look into this, I'll keep you posted through this forum thread. - Justin

I am trying to learn how to customize some of our screens. I started with the Estimate screen.  I copied it and renamed it so that I could start editing it.  The first thing everyone in my company wanted was for that little checkbox in Estimate screens that reads "Wait for Sync Approval?" to be checked by default. ...

Hi mholden, You should be able to do this using a grid and the Export Grid to Excel action. You'll want to create a custom screen containing a grid with the information you want in it, then use the action to export that grid to Excel. Hope this helps. - Justin