Method:Classic General Q&A

Re: Adding email to work order

Method_Jeff — Thu, 27 Nov 2014 15:01:06 GMT

Not a problem, glad I could help out.

Jeff

Re: Adding email to work order

InstaDRY — Wed, 26 Nov 2014 20:56:01 GMT

Thank Jeff... That helped out quite a bit.

But really?!? Really?!? Do you really want me to sing it out?!?

Re: Adding email to work order

Method_Jeff — Wed, 26 Nov 2014 19:27:15 GMT

Hi InstaDRY

The Work Orders are assigned to the Customer rather than the Contact so these two fields won't be any help to you (it caught me out for a while too). If you add a linked field to the Activity table using Entity as below you should be able to get the Customer's Email onto your route sheet.

Here's how I got it to work for me:

Step 1 - Add the Linked Field to the Activity table

Step 2 - Open up your report in Report Designer

Step 3 - Drag the new EntityEmail field across and format how you wish. Remember to save as a new version so you can revert if need be.

Step 4 - In Method, set the new report as your default and there run it

If you have any problems or further questions just sing out.

Jeff

Adding email to work order

InstaDRY — Tue, 25 Nov 2014 01:34:19 GMT

I've been trying to add the e-mails to route sheets for my techs to verify contact info. I've tried the following fields:

Activity.ContactsEmail

Activity.ContactEmail

When that didn't work, then thougth that adding the fields to the work order. However, those fields are not showing up at all after publishing in the work orders. I am using the properly linked work order for customization.

What is the best way to get the customers e-mail onto the route sheets?