Method Community

Hi Robert, Sorry about the late reply. In our CRM_Activities_WithComments report template we have code that removes the HTML for the activity comments. It can be found below: Depending on where you are creating your report, you should be able to use a similar script to remove the HTML. Hope this helps, - Adam

The HTML Editor doesn't seem to have all of the features it had in Method Classic. Full Screen mode For example if you were typing a large block of text like a solution, you could toggle to Full Screen mode. I realize there are other ways we can overcome this if needed, but is this in future development plans? Paste from Word I used ...

A screen is not refreshing properly after closing design mode. This relates specifically to a copy of the Activity list that I’m customizing for my practice. After I make a change, save and then close, the changes are not displayed until you go back to the app and open the activity list again. Using Google Chrome, I have ...

I realize this may be a more advanced question, but I thought I'd throw it out... What happens if down the road I create a Method Pack for an industry specific need...assuming we can do that...call SalesWürks for example. Within the pack is an app called Routes... Then the client decides to install another pack that also has an ...

Is it possible to have two different users were on developing an app at the same time? One user is customizing one screen and another user may be working on a different one.

I'm having a difficulty with grid column actions...not row click. Are these working yet?

Is this is future plans? Just so we know how to train clients.

Hello Mahlon, Here's my answer. That tiny "x" on the search is not implemented in the mobile version. In order to clear the search you have you clear it from the backspace(on the keyboard) on the cellphone. -Inder

Hi - we're moving from ACT! to method and Im trying to figure out how to create letters that we print out and send to our customers.  We have a bunch of form letters that we currently send out at various times (e.g. catalog requests, random samples, etc).  I can't figure out how to generate a letter in method that would insert ...

Hi InstaDRY, What screen are you sending this email from? So far I have tested sending emails from List Builder using (ListBuilder.FirstName) and the Activities screen (Customer.FirstName) and both have pulled in the correct information - First Name.  Noel