Method Community

I am trying to figure out how to transfer a change of lead source in a lead/customer to the lead source field in an opportunity.  When I create a new opportunity from a lead, it fills out the lead source from the lead correctly, but if I change that lead source in the lead it is not updated in the opporutnity.  Is there a way to change ...

Thanks for the response. No, I can work around this issue just be switching out the order of the variables and running it twice.   I would like to know if there is a better action list editor in the new UI.  I haven't switched yet and I am spending way too much time hitting the up arrow 30+ times to add actions into the middle of a ...

I am having a hard time debugging some issues because of what appears to be a bug in the debugger output.  Every time I have a conditional statement it always repeats the first comparison value as the second value.  For example: Start Conditional Statement We are comparing the first value which is Probably buy from us. with the second ...

http://imgur.com/TSaBuJg

Ben, Yes, that is correct.  I currently have 2 filters on the home page.  One for user and one for stage.  I would like an "All Users" option in the users dropdown and an "All Stages" option in the stage dropdown.  I will email you a screen shot since this editor only support image URLs.  If you ...

I am trying to create a chart that filters by the stage of the opportunity.  I have successfully done this, but I am unable to find a way to add an "All Stages" option to the drop down that would essentially disregard the filter and show all opportunities regardless of stage. Any help is appreciated, Mike

Thanks.  It turns out that McAfee was blocking your scripts on that page.  Of course, it notified me of that fact with a nearly invisible icon, but once I knew it what to expect I figured it out.  Thanks for the assistance.  Tate

When I am editing a report and select "Open Report Designer" the pop up window goes blank.  I have tried this on multiple pages and report objects and it behaves the same way each time.  Is there a way to get this working? Thanks, Tate

I am using Chrome.  The issue is with the "Oppo. Data from Optimation (#729)" screen, not the general Opportunities list.

I am attempting to create a button that exports a grid to excel.  However, when I select the download link I get a 404 error.  I tried adding an export to PDF and I get the same error.  I have logged in and out, republished and saved.  I have even regenerated the opportunity table it was based on.  I can't find any ...