Method Community

Support, I am finally taking the time to get this request out of my head and into your hands. We love the Gmail gadget but it should would be great if the contact/customer lookup would look up the email in the sent address. We often find ourselves sending a customer a email that will likly require a follow up and it would be great when composing ...

I can't seem to get it to insert into grid.

Hi, I think I have a grasp of what you are trying to do.  I just have a few follow up questions first. Am I correct in assuming that a customer can own multiple counties, but a county can only be owned by one customer? Assuming that, I'm not 100% sure if I'm suggesting everything you need just yet, but here goes. First ...

How would I remove Markup and Markup % from the Estimates screen? I have tried and the screen/form breaks when I remove it.

Hi Schalk, You can only use supported merchant accounts in Method. Click here to see the list. We also just recently released Paypal integration. Judging from this article I found, it looks like Paypal may support ZAR as of February 2013. I will check to see if Method can support ZAR through Paypal and post back ...

Hi, What exactly didn't work?  Something I'd suggest is to use a "Show Message" action to see what values are being retrieved from your "Retrieve Value from Table" action.  This way you'll know the correct values are being grabbed and used on the insert action.  Once they're set correctly, you ...

Hi Andy, My apologies, but you actually can do this and quite easily. The attachment will go to either Method or SmartVault depending on which is your User's default setting.  Simply add a new Activity for an email from within the Gmail Gadget and close to the bottom you will see an option for attachment. Look at my ...

Adam, thanks. I'll take a look at those points.

Thanks for the reply.

Hi Andy, My apologies, there are a few more steps than I may have indicated.  The button is only one part of it.  You'll need to slightly alter the CRM_EditDocumentLink screen. The CRM_EditDocumentLink screen does grab all of the Shared Results and puts them on screen. There are however hidden actions that reset fields, then enter ...