Search results by user ID 6379

Re: Add / Update Lead Source

Method_Justin — Tue, 26 May 2015 13:06:50 GMT

Hi Mahlon,

This should be resolved with the latest App Updates. Post back here if there's any issues with it.

- Justin

Re: Need Save action when selecting Contact from Edit Activity

Method_Justin — Wed, 06 May 2015 14:52:03 GMT

Hi Mahlon,

This should now be resolved. Post back here if there's any issues with it.

- Justin

Re: Reporter Generator to produce report for customers by Service Date

Method_Justin — Wed, 22 Apr 2015 13:41:34 GMT

Hi Douglas,

Have you taken a look at our Report Designer video tutorials? They're a good starting point if you haven't dealt with Report Designer much. It's a fairly robust program, so it's not surprising if you don't know how to use it right off the bat.

The Generate Report action is an action in Method (not in Report Designer), that you can use on a screen (usually by clicking a button) to generate a report. We have a Help Center article about it here.

If this is something you don't wish to undertake yourself, or don't have the time to, you could always hire a member of our Professional Services team to do the customization for you. Let me know if that's the route you'd like to take and I'll have your account manager reach out to discuss.

Hope this helps.

- Justin

Re: Contact Title doesn't refresh on View Contact screen after Edit

Method_Justin — Tue, 21 Apr 2015 19:30:19 GMT

Hi Mahlon,

This issue should now be resolved. You may experience a delay in loading your Dashboard as the updates are installed. Post back here if there's any issues.

- Justin

Re: Issue with copied screens in Contacts App

Method_Justin — Thu, 16 Apr 2015 21:19:23 GMT

Hi Mahlon,

This should now be resolved. Post back if there's any issue with it.

- Justin

Re: Unable to display action result in Show Message action

Method_Justin — Thu, 16 Apr 2015 21:19:05 GMT

Hi Mahlon,

This should now be resolved. Post back if there's any issue with it.

- Justin

Re: Getting error when trying to add dropdown field

Method_Justin — Thu, 16 Apr 2015 21:18:43 GMT

Hi Mahlon,

This should now be resolved. Post back if there's any issue with it.

- Justin

Re: Link for portal

Method_Justin — Thu, 09 Apr 2015 21:22:50 GMT

Hi Matt,

This should now be resolved. Post back here if you're still having issues with it.

- Justin

Re: getting this error message in customer screen

Method_Justin — Wed, 01 Apr 2015 15:42:43 GMT

Hi John,

This should now be resolved. Post back if there's any issues with it.

- Justin

Re: Loop Action - specify action result doesn't seem to work

Method_Justin — Wed, 01 Apr 2015 15:25:23 GMT

Hi Mahlon,

This feature is being deprecated as it is no longer required in Method:New. Value from Loop is available in all actions, so that will be its replacement.

- Justin