Method Community

Thanks Adam! Will do...

Thanks Jason. Will do some testing to determine where the variables are being lost. Appreciate the help.

Dave, Thank you for your answer. Will consider setting up the portal at some point down the line. For now, we'll just continue sending invoices by email.

Clicked on the same link, the process stops in the DOS window failing to load the certifcate. Doesn't load.

I crated 2 different print Templates for the Sales Order page. Is there a way to create a button for each of the 2 print templates so I can print either of the 2 with out selecting the print template in the select print template button.?

We're seriously looking at the Outlook plug-in but before we install there's a question we can't find an answer in your very detailed support information. Without the Outlook plug-in installed, when I click on a contacts email address to send an email this will open a new Outlook email window to compose and send the email. This is ...

Hi Taurusgardening,  Please confirm what your current setup is, are you referring to the stock Contacts_Portal, which uses the "Contacts Portal" tab? If so, have you changed the tab to show "mobile".  It is hard to know what has happened if you have customized this somewhat. Have you tried creating a ...

Hi Mike,  If you right click the screen designer, you will see an option to Show Summary. This will give you a summary of the screen. Unfortunately, there is no other way to log screen changes. This is an interesting feature though that I will submit to the team to consider adding in the future! Jason

Hi Charles, It sounds like you may be overwriting your original action result before you use it a second time. For testing purposes, I would suggest taking out the Call Web Service action and replacing it with a Show Message action. In the message, you can place all your action results to make sure that they are all being generated ...

Turns out I have a button in the same section doing the same thing.