Search results by user ID 7110

Populate New Activity

Gpeak — Wed, 28 Jun 2017 18:38:22 GMT

Hi!

On the Opportunity screen I have a button that triggers a new activity based on the Opportunity. It populates the Contact information at the top correctly, as well as the comments and type.

But, I want to be able to automatically poopulate the "Link to Existing Opportunity" field, as this is created from an Opportunity. When I go to program that, I cannot find the appropriate field that contains that information.

I'm on the "Edit Opportunity" screen when the button is clicked. I have an action set - "Insert Records Into Table" where I have selected the table "Activity". I can select "Opportunity - Record ID" as the "Field(s) to Populate", but in the Populate Using this Value dropdown there is only Opportunity Stage and Type to select. It doesn't make sense, because I'm coming from the screen that has the Opportunity information.

Thank you!

Edit default App ribbon

Gpeak — Mon, 15 May 2017 20:39:20 GMT

Hi,

We do not allow users to create invoices in Method, but they can view existing ones.

Is there a way to edit the default App ribbon to deactivate the "new" button next to Invoice when a contact is viewed? I have already worked within the Invoice app to not allow new invoices to be created, but I can't edit the default App ribbon.

I posted this in General a while ago, but it seems to apply more to Donor.

Thank you!

App Ribbon deactivate "new" option

Gpeak — Thu, 23 Mar 2017 20:09:51 GMT

Hi,

We do not allow users to create invoices in Method, but they can view existing ones.

Thank you!

Testing

Gpeak — Thu, 16 Mar 2017 20:40:53 GMT

Hi!

I'd like to take over one of my users accounts to do some testing. We're revising our sales process, and I need to see how to make appropriate changes within Method to accommodate that.

But, I don't want to add a new user and I want to be able to see any reminders/emails that would be generated by stepping through the process.

If I temporarily change the Notification email for this user, does that mean I can redirect their emails - even though I can't change their "Sign In Email"? I don't want them to have to deal with the test emails, but I don't want to add a new user just for this purpose.

Thanks,

Ginger

web to lead and duplicate records

Gpeak — Tue, 14 Feb 2017 00:02:23 GMT

Hi,

We've been using web to lead for a while, so this is not a new issue. When someone fills out the form, duplicate records are created within Method's Activity List.

One record is catgeory "Web Comment" the other is category "Other", both created at the same time with the same information, but with sequential Activity List numbers. So for each Activity we show one completed (since the internal user reached out to the prospect) and the other Not Started.

Is there a setting that needs to be adjusted to fix this duplication?

Thank you!

Re: Web lead re-direct

Gpeak — Tue, 30 Aug 2016 15:12:17 GMT

Hi Ben,

We are trying to implement a script that renders when a user successfully completes the form and the Thank You Message displays. However, when inserting that <script> in the Thank You message via the Insert à Source Code, the non-text content is being stripped by the wsywg editor making it impossible to embed the JavaScript within the Thank You message. Are there any configurable settings, user permissions or necessary tags that would allow the wyswyg editor to save that embedded JavaScript into the Thank you message? (Please note we’ve tried unsuccessfully using the <script> tag, <script type="text/javascript">, as well as wrapping the contents in a //<![CDATA[ tag)

Please see attached screenshots:

Navigate to Web to Lead tab Thank You Message at the bottom of the page.

Click Insert Source code

When we enter our script, press OK and hit save:

When opening that window back up, the script is not included:

Web lead re-direct

Gpeak — Mon, 15 Aug 2016 16:02:28 GMT

I'm working with the web to lead form in the new version of Method. The classic version allowed a check box to redirect your lead after they submited the form to a specific url.

Is there something comparable in the new version? I looked at the action list that is tied to the Submit button, but didn't find a straight re-direct to an external url.

Thank you!

Guest access

Gpeak — Fri, 27 May 2016 15:34:03 GMT

I'm trying to test guest access to setup online invoice payment. I created a test customer with a test invoice, and added an email address. I shared the link with that test customer, and was able to follow it up get into Method.

Method prompted me to create a guest account, with a password. Once I did that, I get the following message:

No Accounts Found

We could not find any accounts associated with these credentials.

Is there a security step that I missed to allow clients access?

Thank you!

Report Errors

Gpeak — Fri, 15 Apr 2016 17:44:43 GMT

I'm trying to create a report that shows all invoices that are paid for a specific time period - example all invoices paid from 03/01/2016 to 03/31/2016. We calculate commissions based on a/r, so this is in essence a report that sales reps could pull at any given moment to see their status for commissions.

As my Master table I'm using Customer, and attempting to use the Detail Tables of Invoice.CustomerRef and Transaction.CustomerRef.

My report shows the transaction number, the date of the payment transaction, invoice number, po, rep, paid status and paid amount.

My issue is filtering the report to the correct date range and paid status. I have a Detail Band that's using "Customer.Transaction.Customer" as it's Data Member. When I attempt to create a formatting rule, I cannot find the appropriate fields (transaction date, transaction number).

In the Formatting Rules Editor, if I change the Data Member to Customer.Invoice.Customer I get the following error: "Index and Count must refer to a location within the buffer." I have no idea what that means or how to fix it and be able to filter on the fields I need to filter on.

Thank you!

Re: Web to Lead with existing customer

Gpeak — Thu, 28 Jan 2016 19:34:15 GMT

Simplemachines is helping us with this form, and we only hid fields on the form - no other programming changes have been made.