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  • Google Gadget not recognizing my Method account.

    [quote]Hi I&#39;ve recently established our company in the beta gmail service. &nbsp;I first granted access through the Google Ap administrator account admin@mydomain.com, then through my personal account me@mydomain.com I now receive the new blue bar at the bottom of e-mails however when I click to connect to the CRM system I go to a screen ...
  • Re: Setting up Method CRM

    Just a quick correction to smohyee&#39;s post - you cannot edit the LeadStatus table.&nbsp; [quote user=&quot;AshleyC&quot;]I was trying to edit the dropdown box for LeadStatus.[/quote] This is a special table in Method and can&#39;t be modified. &nbsp;This table gets automatically updated for things like turning a user from a lead into a ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-30-2012
  • Re: default to datetime of email

    [quote user=&quot;Selwyn van Rooyen&quot;] I have this same comment... &nbsp;Would be great to default to the email&#39;s date &amp; time rather than current time. &nbsp;Also, if in the Sent folder, default the activity type to Email Outgoing instead of Email Incomming. [/quote] Selwyn - You can set a default activity type for the activity your ...
  • Re: Sizing a document when exporting to PDF

    [quote user=&quot;MikeB&quot;]I&#39;d like to export in landscape form, and shrunk to fit the columns (or the entire report) onto one page.[/quote] You&#39;ll have to open this report in the Method Report Designer to edit the page layout. &nbsp;If you&#39;ve never looked at the report designer we have a few webinars on the topic to get you more ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-29-2012
  • Re: Lead/Contact relationship

    [quote user=&quot;r.dickey&quot;]Is that correct?[/quote] That&#39;s correct but you can certainly adjust our stock screens through customization to cover separate company-level data. &nbsp;You would have to customize a few screens and build an address lookup table but you can definitely add separate company-level data. ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-29-2012
  • Re: Autofilling of date field

    [quote user=&quot;Rolf&quot;]Is there any way to stop the autofilling of todays date when the field is initially blank?[/quote] No, this is how the datepicker object works but you can get around this by prepopulating the default value with today&#39;s date and time. &nbsp;If you don&#39;t put in a default date, as soon as you click the arrow to ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-28-2012
  • Re: Autofilling of date field

    [quote user=&quot;Rolf&quot;]Is there any way to stop the autofilling of todays date when the field is initially blank?[/quote] Off the top of my head, you could write a conditional to check for today&#39;s date - if it exists then you can assume it was autofilled and not process the DateChanged action. &nbsp;I&#39;ll check the date field action ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-28-2012
  • Re: Radio Buttons Selection Change not working

    [quote user=&quot;Chris Berg&quot;]Is there some property of the mobile side that wont allow a radio buttons to work?[/quote] It appears there might be a bug with mobile radio buttons &quot;selection change&quot; action, I&#39;m doing some testing on this exact page with my mobile phone but I&#39;m not seeing the selection change action trigger. ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-28-2012
  • Single Sign-on?

    [quote]From our own web site, we want to put our own Login Page for https://www.methodintegration.com/method/login.aspx. &nbsp; Customer will input: company account, username and password. &nbsp;When they submit (click login button) page, we hope they directly log into the&nbsp;https://www.methodintegration.com/method/Default.aspx page. The ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-28-2012
  • Re: Radio Buttons Selection Change not working

    [quote user=&quot;Chris Berg&quot;]I am making the assumption the value from Radiobox1 (my name of radio box) would have been put into my text box.[/quote] As a simple test, I made a radio button with 3 choices; selection 1, selection 2 and selection 3. &nbsp;On the action for selection change I added a simple show message and used the value from ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-28-2012
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