Method Community

JPHenke,  Thank you for your post.  There are a few avenues you can go down to resolve both these issues.  Deleting User: Deleting a user cannot be done in Method. Once a user is logged into the audit trail (ie. they update a record in Method), then they cannot be deleted. They only can be made ...

I have a question pertaining to the way Cases are handled for notifications. So currently, I have several email templates setup just for Cases.  They pull the Cases data to notify the customer when a new case is created, changed or closed.  Here are a few scenerios and issues. First, when the case is sent to the customer it ...

Hi JoanN, It wouldn't be possible to create a new Lead and associated Activity at the exact same time, since the Lead first needs to be created before an Activity can be created for and linked to it. However, if you're on the New Lead screen and click the Save & Edit button when you're done filling out the ...

That's useful, but not exactly what I'm looking for. I need to be able to create a new activity at the same time as I create a new lead. I need to be able to do all that from one page since I will be on the phone with a customer as I'm getting their information. I had been able to do that before with the new leads page and I'm ...

Yep the error is still happening in the February version in Firefox and Chrome. so specific to that version it seems.

Hi JoanN, You can add an Activity for a Lead by going to Leads > Leads and Contacts List and clicking Go To... to the left of the lead want to add the Activity for. On the Edit Lead screen that appears, click on the Activities tab at the bottom of the screen and then click the New Activity... button below the resulting grid. I believe this is ...

Hi I need to figure out how to add a New Activity from the New Leads page/screen. There used to be a button to do that, but then it disappeared over the weekend. I'm not sure why that is, but I need to figure out how to put that option back. I've tried editing the page myself, but I have no clue where to begin with this.

Hi taurusgardening, Would you be able to confirm that the error is still occurring with the February version? If so it may be something we can look into further. Thanks for all your feedback, it really helps us to make sure everything gets looked after. - Justin

Hi Jim, Could you provide a bit more information on what you're trying to do? Are you asking if you could add a parameter to a Method URL and have Method do something with it? Unfortunately there wouldn't be any way to accomplish this as Method does not support it. Depending on what you want to do, it could be accomplished using the ...

I can confirm it works for both firefox and chrome Justin. must be something in the February update.