Method Community

Greg, Thanks for the help. Turned out that setting the user to : no sign status and active status resolved my issue. Craig

Hello Larrydement,     In response to your question about the report, I would suggest making a new tab and tab link where you can have a screen that runs your reports for you.  This will allow you to set permissions for the tabs to restrict only certain users to generate the report.  The reason you can't find the ...

I still get this message when I tried to reply to anything in the resolved forum posts...

Hello Mahlon/Matt, Thanks for reporting the issue. I have tested it on my account and I can confirm that there is an alignmnet issue. We have created a ticket for this and will update the post once the issue is resolved. -Inder

It is possible that it could be related to the fact that it was a screen that had more sections and objects on it. I noticed when I had a more complex screen, the behavior was a little more unstable. Just need to remember to save and save often

Can you confirm that permissions at the object level is on the roadmap? Otherwise, how would you handle scenario I mentioned?

Hello Mahlon, As mentioned earlier in the post, at this point you can not set permissions at an object level. I have already pass this feedback to our product team for future development. -Inder

Hello Mahlon, I couldn't replicate it on my account, It seems to be working fine. This is what I did. I added a text object and assign some action to it. Then I copied it three times and changed the actions little bit. It still gave me save option and I was able to save the changes. I am not sure why it did not work on your end. I am using ...

Hello flyfisher,     There are two areas for this question.  One, assigning users to opportunities and lads.  Two, having people view records that are assigned to other users.  You should by default be able to see everyone's records.  You can keep users who leave Active until you transfer items over to a new ...

When creating a new activity in Method such as a New Appointment, why is the Contact info (example: Meeting for Name, Phone Number) putting this in the Event Title in the Google Calendar? If I create an event in Google this is the "what" not the "who" so why can't we have the contact's email address put in as ...