Method Community

Method is running extremely slow lately, is anyone else experiencing this issue? I'm not experiencing this bad performance elsewhere, so it's unlikely that it is my connection.

Thanks Chad! The documents are uploaded to Method.

I am trying to attach a document from the document library to an email, but I must be missing something. (And probably a simple something. :) ) How do I get a FileAttachment location into an Action Result so that I can attach it to the email? I tried to Retrieve from Table the "Document" File Attachment field and using that as ...

Paul - Thanks for the outline of how that works. I'm a little disappointed that what I'm trying to do isn't supported. It doesn't seem very "out of the ordinary". The problem with just letting users login is that the majority of my technicians are contractors who might use the platform only a couple of times per ...

Screen shows up ok while "Viewing". It is supposed to be a mobile-optimized page. (The portal is for my field techs to view their work orders.) I unchecked optimize for mobile and it started working, but now that I've re-checked optimize for mobile to confirm that was the problem, I still see the non-optimized version of ...

Method, I just created a new portal, following this link: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Setup-your-Portal&id=81 When logging in,  I am presented with: We were unable to resolve your request. Either the screen you are trying to access does not exist, or there was a problem with your ...

Does Method currently support eChecks through an Intuit Merchant Services gateway? If so, could you please provide  some feedback on how to turn this on in the Contacts portal? I see the fields there and that it does check if a particular gateway is eCheck, but can't figure out much more than that.   Thanks!

Ok - So I figured out the Notes. A new table, a textbox, button, grid, and a whole bunch of actions and I got what I needed.   I am still having trouble trying to get the Record ID for Work Orders to start at a higher value. Can anyone provide some insight? Thanks!

Just signed up for the Field Services module and had a couple of questions: 1) How can I add a "Notes" section to the Add/Edit Work Order screen? I see that I can create tables and such, but how would I go about creating a table where a user had a free text entry for a note, but also tracked the user name of the logged in user and a ...