Method Community

Can't remember, there's been too much water over the dam... It was either activity list, new activity or edit activity. I gave up and built my own activity app which integrates with my time and billing app.

Hello Meghan,    The Method system will always create a unique Lead Name (ie. Name) for the submission.  So if John Doe was in your system and had a Lead Name of John Doe and he submits another form, he will come up as a second lead in the system with Lead Name of John Doe(2).  Leads are on the customer table and the Name ...

Hello Victoria,    Can I get the name of the screen this is occurring on?  Also, what button you are clicking that creates this error?  Let us know of any additional information that would be pertinent to the error message.  I can put it in as a ticket.  I need to know steps to reproduce so I can properly inform the ...

Hello Mahlon,    Do you have the names of the screens you had copied out and got the error?  I have seen errors on screen saves but I am not sure if it was the same error code. I'm still trying to re-produce this error. Also, what kind of modifications are you making to the page just before you get the error? Greg

Hello Matt and Mahlon,      Can you let me know what it says when the session expires?  It sounds like it is not dependent on any one action in Method.  I will move the forum post to Known issues and can create a ticket.  If you notice anything about the session expiring, let us know.  We need to narrow the ...

Hello Mahlon,    I was able to reproduce this.  You are not able to update the text of a button through the 'Update Control on Screen' action.  I will put in a ticket. Greg

Hello Mahlon,     The Additional Info tab fields from Method:Classic are not here in Method:New, as far as I can tell. It may be that I haven't seen them.  I know the goal is to have parity between Method:New and Method:Classic. The terms field and it's partners will be in Method:New at some point in time. Greg

It is a bit bumpy this morning...

Hello Method community,    i discovered an issue where contact information will disappear from the screen when going to the record from the App ribbon.  You would have a contact that has another contact under the same customer. Click Related in the app ribbon and click the other contact.  The screen will load with the contacts ...

Thank you, Greg... this is very helpful. Can you let me know what happens if a person who is already a client fills out the form?  Or if their name matches a current client in our system? Thank you! Meghan