Method Community

Karen,  You could also try this. Take a look at the Generate Report action inside the Print Preview button on the Sales Order screen. If you mimic this action on your new email button, and create an action result, you can use this action result in a Send Email action. Put your action result from your Generate Report ...

Hi Karen, I think the best bet is to reverse engineer the Email notification when saving? check box and the Save & Email button from the stock estimate screen. Unfortunately this functionaility isn't built into the stock sales order screen so you'll have to build it through customization. It looks like it could get pretty ...

I would like to be able to assign a class to a customer and then have that class automatically be pulled into class on an invoice when that customer is retrieved. I have the class dropdown coming up in the customer screen and it seems to me like I may need to save it to another field and the retrieve it from that field into the invoice class ...

LJR, You may have used the wrong fields. For example, in an Estimate report the Desc field you would use is called EstimateLine.Estimate.Desc. To find this field from the field list, go to Estimate>EstimateLine.Estimate>Desc (See my screenshot below). If the Desc field you chose is named EstimateLine.Desc, you may ...

Hi Ted Pikul, Has the 'Notes' field been added to the customer dashboard screen you are referring to? According to the message you recieved back from the api everything went through no problem....and the API is pretty rigid about throwing errors when something goes wrong. Dave  

in Estimate, I can choose email notification when saving, then my customer is able to receive the link to look at the PDF estimate,  how could I do the same thing in my sales order?  Thanks.

You're right, I was slightly mistaken.  The screens changes will show, however you'll need to sign in to the live site first.  You may see that occassionally when you sign in, there are some screens that generate before you are completely logged in.  This is what needs to happen for your portal screens before they will ...

Hi Adrian, This really depends on how your screens have been customized.  If you are creating an estimate from a Lead or Customer and you have chosen a specific "Price Level" option from the dropdown menu on either the Edit Customer/Lead Screens, then at this point, you have assigned a specific price level ...

Adam, I am not quite sure that is it. It just seems that there is a multi hour delay in the publishing of the screens for portals. We are using the August version and our screens are publishing but our first attempt we did not notice an update for a day and another screen update yesterday took several hours. Is there somthing that we are doing ...

I've been successfully using the Method API to add lead data into the Customer table with one exception: the "Notes" field.  Even though the call returns a succesful response, the "Notes" data sent does not appear within the customers data on the dashboard.  Below is an example request made via SoapUI with the ...