Search results by user ID 5584

Re: Multi Tenancy

bcr_garrett — Tue, 04 Apr 2017 15:04:14 GMT

I appreciate Ashur's time on this issue as we were able to determine that this is a limitation of a multi-tenancy account.

Currently, users within a multi-tenancy account are not able to send activities between tenant accounts without access to those specific accounts.

My hope is that we awill eventually be able to restrict login access to those multiple accounts, or allow cross talk between the accounts without explicit access.

Thanks again for your help.

Multi Tenancy

bcr_garrett — Wed, 08 Mar 2017 05:51:05 GMT

Working in a multi-tenant account once again...

I have an Activity being created from the tenant account for a user in the main account via actions on a button.

When the tenant user only has access to the tenant account, it doesn't work. Some of the fields are not written to the Activity table (Assigned To, Status). I am using RecIDs WHERE TenantID...to be sure the correct field is being entered.

I have only been able to complete this action successfully if the tenant user has access to the main account => Step 6 of 10 (continued): Access to Franchisees.

The only issue is that the tenant user has the ability to log into the main account.

My preference is to be able to write to/from either account without the user(s) having access to the other account.

Hope this makes sense. Hope I'm missing something simple.

Thanks,

Garrett

Copy Reports Between Accounts

bcr_garrett — Thu, 18 Feb 2016 15:05:45 GMT

Hello,

Anyone know of a way to copy reports between accounts?
I can see a few of my older custom reports in a new account...but not the one I need right now.

Re: Custom fields not working properly in new (copied) account

bcr_garrett — Thu, 21 Jan 2016 22:07:11 GMT

It looks like that did the trick. I had to delete a field in a couple of tables to get everything to regenerate...seems good not though.

Thanks for your help.

Re: Custom fields not working properly in new (copied) account

bcr_garrett — Thu, 21 Jan 2016 19:41:09 GMT

http://www.bestchoiceroofing.net/MethodErrors/Method_error.jpg

http://www.bestchoiceroofing.net/MethodErrors/Method_dataGrid.jpg

Re: Custom fields not working properly in new (copied) account

bcr_garrett — Thu, 21 Jan 2016 19:40:31 GMT

I have a couple of screens where I am testing this - once is a customer list / data grid; the other is a test screen based on the Customer table with a simple dropdown and a few fields...
Here are a couple of screenshots.

Custom fields not working properly in new (copied) account

bcr_garrett — Thu, 21 Jan 2016 15:16:39 GMT

Started a new Method account for a new client - copying some screens from another account - having issues related to custom fields that I have never had in years of using Method...

I can add a custom field "EyeColor" for example (text, 100 chars) on the Customer table. However, when I try to modify or view the data, I get an unspecified error.

I have tried various ways to display or update the data to no avail.

Hopefully this is something simple I am overlooking. Please help quickly, otherwise my new client will look elsewhere.

Thanks,

Garrett

Re: Sync error

bcr_garrett — Thu, 03 Sep 2015 15:02:17 GMT

So far so good, taking quite a while to sync the backlog fo data, but no error yet.

I would expect a detailed explination at some point - lessons learned, and how Method will keep this from happening again.

Re: Sync error

bcr_garrett — Thu, 03 Sep 2015 14:13:33 GMT

That's actually not much of an update. Would sombody with detailed knowledge please let us know what the problem is, and an ETA on when we might expect Method to be back online - or at least an ETA on a real update...

Re: SmartVault Files in Report

bcr_garrett — Thu, 24 Jul 2014 18:21:23 GMT

Thanks for the update - and the feature request.

-Garrett