Method Community

I may have spoken a little too soon, i found some info on the CRM help page about making loops. i am going to work on it tonight but I would still very much appreciate your counsel as well!

Thank you again Jason! I do feel like we are close!!! I understand exactly what you are trying to lead me to do which is very exciting:) I was easily able to create the recentlyordered field under entity but I do not know how to loop through the Invoice table. I have tried several things but to no avail. In the same vein I don't know how ...

Hello, I am using the invoice notification email template.  I just want their first and last name in the subject and body of the email as standard.

Hi Brian, We do plan to integrate with some of these services in the future, however this isn't on the roadmap for at least the next 6 months. Hope this helps, - Adam

Brian, Can you explain a little further what you are trying to search for and where? There might be another solution depending on what exactly you're trying to do.  Jason

Hi Brian, I don't believe what you're asking is possible. You might find the Create Short Method URL action useful though. This action will create a unique URL that will direct your users to a specific tab link or screen in Method. You can even specify a screen RecordID. Hope this helps! Jason

Hi Tiffany, Can you tell me which screen and email template this is for.?  The character functions for the merge fields may already be in the actions depending on the screen you are in.  Different screens will have different character functions. For instance you'll find character functions for the case merge fields on the ...

Hi Mike, I haven't seen that error before.  I did a search and it appears that "not a legal OleAuth date" is an error that refers to the date not being between 1-January-4713 BC to 31-December-9999 AD. From what I've read its when can happen when converting a date value. I'm not sure why it would be occurring here, ...

Hello, I am trying to add my clients first and last name to populate in my email templates.  I have replaced the appropriate fields  to customer.fullname   however it is still not populating when i send the email. I need help in completing this issue or help to find the "Character function"  Under which tab ...

Scott, Glad you're getting close! If I understand you correctly, you need to also filter your list by contacts that have been invoiced in the last two years. This is a little more complicated, but definitely doable! First thing you will need is a new field in your Entity table. It could be a Yes/No field called ...