Method Community

The activity calendar does not always refresh properly when editing an activity from the calendar. After the activity edit... Sometimes all of the activities disappear and you need to click refresh to display. Other times, the activity will display the original information until you click refresh.

Hi Mahlon, I don't see why you wouldn't be able to update the dropdown with text. I got an error also. Both with typed in text and with an action result value. I'll log a ticket with the team. - Adam

Hello Mahlon,    I wasn't able to reproduce the issue. I did a simple create Shared Result, updated a control, cleared the Shared Result and then updated another control with the Shared Result value.  Are you able to post a screenshot of how you are clearing the shared result? Greg

Hi Mahlon, I created a similar action set and was able to replicate this. I will create a ticket with the team to address this. - Adam

Hello Matt, Thanks for your suggestion, I will forward your feedback to our product team for future development. -Inder

Did Method New go down for a bit around 1PM?

Hi Greg Thank you for your help.  You got me pointed in the right direction.  Creating a new screen was missing from the video instructions.  Can I link two tables together?  I would like to get the company name to show up in place of bill to address.  I’m currently using the invoice table.  I think I ...

I have implemented Campaigns and see how I can set them up, and assign Campaigns to specific Opportunities.  But I can't seem to find how I can get any reporting on my campaign's performance (i.e. # of Opportutities from this Campaign; $ of Opportunitites; Status of Opportunity from this Campaign, etc). Are there any default reports ...

Any updates on this? It would be helpful to know if this is a design issue on my part or a bug

When uploading an image into a picture field or object, a screen displays that ask you to select the image from a location on your computer. After you select the image and click open, the same window pops up and makes you select it again.  After the second selection, it uploads and displays just fine. Not a huge problem but could cause ...