Method Community

Hello,       Check out the blog post on sharing customers and activities.  Make sure your user has beeen assigned a Sales Rep.  That way, you can designate records to users through the Sales Rep.  Then set the permissions for the user in Step 6 of the users edit screen. I hope this helps! - Greg

  For many, the start of a new year means resolutions to get fit, eat healthy, time with family...I could go on but will spare you. For some of us at Method, this new year kicks off a new round of annual conferences. By now there’s a lot that is routine in attending conferences -- airport delays, long nights and early mornings ...

Hello,     I don't know of a way to make a User, which is basically a login credential, to become an employee.  It does work the other way.      You can create employees though the QuickBooks tab group.  You will find a list of employees on Employees -> Employee List.  From here you can add ...

Greg, Awesome news, glad you were able to get this resolved.  Also, agreed, the show message action can be very useful in checking your Action Results for most customizations.  Side note, between you and me, I have to give some credit to the head of our Consulting Team who hinted this answer to me! -Ben

When setting a new user/employee, I have selected that the person only be able to see his or her leads, but all leads are still showing.  How do I set it so the person can only see his or her leads?

When a new user is added to Method, how do I set the person up as an employee, so I can add their name to a calendar event from Outlook?

We have an account called "Services" (ie services@ABC.com). In some situations emailing an activity and the logged-in user changes the "From" field from their own email to services@ABC.com, the recipient's email says it's from services@ABC.com <admin@ABC.com> on behalf of services@ABC.com How do I get rid of the ...

Thanks Ben, that totally worked.  I didn't use the Check Rows because on my Grid I needed All rows but other than that I was able to get my list.  I tried this originally but I didn't start the Action Result before the Grid Loop so that was definitely the key. Also I like the Show Message function to see if I'm collecting ...

Hi Greg,  I believe I have figured out a solution to what you are attempting, in regards to adding more than one line item at a time.  The trick here is to first create a blank Action Result outside your Grid Loop, then use the Character Function inside the loop in order to grab all the info you need, just make sure to assign your ...

Hello Tate,     This question is a good one for the MethodAPI Q&A.  Unfortunately, I don't know how the Web Forms back-end works.  I'm moving the post over to that forum. - Greg