Search results by user ID 6606

Method New - Public Pages

giseburt — Mon, 04 May 2015 22:17:16 GMT

Good Day!

I have been told that public pages in Method New are replacing web forms in the current Method. However, I cannot find any documentation or videos regarding public pages in the Method New knowledge base. So, I have the following questions:

Are public pages currently available in Method New?
Is there documentation somewhere describing how to implement public pages?
Where do I find that functionality in Method New?
If public pages are not currently available in Method New, when will that functionality be available?

Jim

Re: Custom "Please Wait" screen

giseburt — Mon, 27 Apr 2015 22:02:28 GMT

Audisho,

Thank you for the speedy reply!

When will Method New be available? When the new login screen became active, I do remember seeing it as an option in the account selection. However, I no longer see that option.

The web forms are so slow that I have a hard time seeing us deploy that without a BIG disclaimer stating that there will be a LONG wait.

Jim

Re: Custom "Please Wait" screen

giseburt — Mon, 27 Apr 2015 16:19:03 GMT

Good Day!

Is there any update on this request? The question was initially asked 3-1/2 years ago with the latest response 1-1/2 years ago.

Are there any plans to work on Web Forms? Or, will this remain a "beta" part of Method ad infinitum?

The ability to change the landing page would be nice.

It would also be nice if it did not take 18-20 seconds to process the data from the web form and finally proceed to the specified URL.

Jim

Typographical Error on Cases Dashboard

giseburt — Fri, 16 Jan 2015 22:36:29 GMT

Good Day!

I just noticed a small typographical error on the Cases Dashboard. Under Shared Case Summary by User this Month, it states "What does this should me?". It should read "What does this show me?".

Jim Giseburt

Unexpectedly seeing HTML code in a Solution

giseburt — Mon, 03 Nov 2014 20:09:07 GMT

Good Day!

I am just starting to work in the Solutions area of the product. I created a couple of html links that are supposed to open a target in another window/tab. However, when I view the solution, I see:

<a title="Link for 10 network" href="https://10.1.2.3" target="_blank">https://10.1.2.3</a> or <a title="Link for 192.168.0 network" href="https://192.168.0.1" target="_blank">https://192.168.0.1</a>

I used the Insert/Edit Link button to create the link. Am I missing something?

Also, I see a number of abbr tags that are not rendered correctly. For example,

Any help would be appreciated.

Jim Giseburt

Re: Not Started Items Marked As Completed

giseburt — Wed, 15 Oct 2014 19:14:15 GMT

Inder,

My main issue with scheduling follow-up activities using the Schedule a Follow-up option is this: I cannot specify different comments for the follow-up.

For example, I complete an activity for a customer regarding Task A. This activity leads to a follow-up activity of Task B. Using Schedule a Follow-up, I do not see a way to note comments regarding Task B when creating the activity. The existing comments are for Task A.

Am I missing something?

Jim

Re: Not Started Items Marked As Completed

giseburt — Wed, 15 Oct 2014 18:43:52 GMT

Inder,

I do understand your answer.

However, shouldn't the system function the same way when creating activities regardless of where I create them (Activities vs Cases)? If I create a future activity via the Activities tab, the activity does not show a Completed Date or Duration. However, when I do so via the Cases tab, the activity does show a Completed Date and Duration. This is not consistent.

Jim

Re: Not Started Items Marked As Completed

giseburt — Wed, 15 Oct 2014 14:55:32 GMT

Inder,

I need to clarify my earlier post. If I create an activity from the Activities tab, all is fine. However, if I create a future activity within a case, then a completion date and negative duration appear when the activity is saved.

Create Future Activity from Case: https://drive.google.com/open?id=0Bxn1sl6RSL3lNURsZHc5dVBJSmM&authuser=0

Future Activity from Case: https://drive.google.com/open?id=0Bxn1sl6RSL3lQ1J4Rk9rNV9aZFU&authuser=0

Jim

Not Started Items Marked As Completed

giseburt — Tue, 14 Oct 2014 16:32:50 GMT

Good Day!

I am wondering whether I am doing something wrong.

I am creating activities for a future date. The activities have an Activity Status of Not Started. I save the activity. I am not using Save and Complete.

When I look at the activity, it has a completion date and a negative duration.

When I do Save and Complete the activity, the completion date and duration are not updated.

If the activity is Not Started, shouldn't the completion date be blank and the duration also be blank (zero)?

When the activity is completed, shouldn't the completion date and duration be updated?

Jim

Viewing Documents Associated with an Activity

giseburt — Mon, 13 Oct 2014 22:11:09 GMT

Good Day!

When viewing an Activity, the right half of the screen displays Recent History. Recent History includes: Activities, Opportunities, and Cases.

Has anyone given any thought to also displaying Documents associated with the Activity? Perhaps I am missing something, but there doesn't seem to be an easy way to see that there is an associated document.

Jim