Method Community

Hi Robyn, In order to rebuild the Convert to Customer button, you'll need to edit it and look at the actions that are triggered when that button is clicked. You can edit the CRM_EditLead(2) screen (or make another copy of your original screen without replacing any tab links) in order to view the actions for that button since it doesn't ...

You can save the contact information in the Activity.Comments field, or in your own custom fields, since theres no Contact record associated witht he Activity yet. You can also utilize the Method API. Here's a list of services available through our API. If you decide to go this route and require further assistance, post your questions on our ...

Hi andy, The contact record must already exist before an activity can be assigned to it. You can first create an unassigned activity then manually assign the appropriate contact to them after they're created. Is this helpful to you? If not, what is your end goal? - Ashur

Hey andy, Try this in Firefox, but first clear your browser cache/history. It shouldn't be happening but there is an issue with web forms on Google Chrome having their data reset as you mentioned, plus some other strange behaviour. Our dev team is working on getting this resolved so in the meantime using a different browser should help. As ...

Hey andy, One work around is to assign those actions to a hidden button on the screen then just call that in your grid and anywhere else you need to call it on the screen. Hope this helps! - Ashur

Hey Ben, Let me know if I'm understanding you correctly. You are trying to limit access to certain tab links for your portal users correct? The way you're doing it now is by limiting the roles that can view the tab links (Customize > Tabs > Edit Tab Links... > Roles That Can View) This will only work for actual Method ...

Hey Kenneth, The Location Field in Outlook doesn't map to an actual Customer address in Method because Activities are based off of Contacts, not Customers. If you look at the New Activity screen in Method you'll understand what I'm referring to, and also notice that there are no address fields to. You can keep doing what ...

David - The field name for the Vendor contact is Contact. So if you utilize this as a merge field for your email template, you should type it out as Vendor.Contact. Again, to get a better understanding of the names of fields in tables and the data stored within them, Mary's suggestion is the best answer. Simply export the appropriate ...

Thanks for the awesome response Mary! David - You can look into merge fields which grab data from a particular field in a table. For example, using the Customer.FirstName merge field will display the appropriate customers first name in the email in place of that merge field. Customer representing the table, and FirstName representing the value ...

Hi Brian, Are you referring to the Report Designer? Does this happen every time you try to open a report? What about opening stock reports? If this is something you can replicate please call Support to troubleshoot: 1-888-925-6238, select option 2 for Free Support. - Ashur