Method Community

Hello Justin, This didn't help.  It still only exports the columns I listed in my original post.  It doesn't include the columns that I'm currently viewing in the grid.  And, just so you know, I've tried this in Chrome, Firefox and Internet Explorer - just in case one browser was better supported than ...

Hello Justin, If I export all of our contacts, it includes those that are Lead Status only, as well as a bunch of dummy contacts we created in testing various other features of Method.  Plus, by exporting a grid I'm hoping to be able to apply some View Filters to make sure I'm only exporting the contacts I want. Is the ...

I'm trying to export the Contacts Grid.  I have a button whose only action is to export the Contacts Grid to Excel (all columns, not just the checked ones).   I have a custom  'Customer Address Info' view of the Contacts Grid that displays various address/contact information fields.   Even though I'm ...

Thanks for your reply. I feel comfortable with the customization work.  The only thing I'm unsure of is where I go to "copy the URL from the document" - I've looked at the New/Edit Document Link page, but don't see a URL.   Can the document URL be found on an existing screen?  Or, do I have to customize a ...

Hello Method_Ashur, I would like for the "Subject" of the Case to populate the "Title" of the Solution I would like for the "Internal Comment" of the Case to populate the "Solution Body" of the Solution. I would also like for any Documents associated with the Case to be included with the Solution. ...

When a Case is closed, is there an automated way to use it to create a Solution?