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You can find a current customers document by navigating to Customers > Customers and Contacts List > search for the contact and click the Go To... link > scroll down and click on the Documents tab section > click on the document image (not the name) and copy the URL from the new window that opens up. Alternatively, if you know which ...

Hi DaveGutie, You should be able to include more than one email address in the 'To' field on Step 7 of 9. I've just tested it and confirmed it saves and displays correctly when I go back to step 7. I then made a submission on the webform and received the notification at both email addresses. If this is not the behaviour you're ...

Hi Allison,  I took a look at all your settings on your screenshots and found that they all look like the default report. I did find some odd behaviour when completely deleting GroupHeader2 and then undoing the action. Is this what happened to you? It might be related. I would suggest making another ...

Will do, many thanks.

Thanks for the update Andy. Very strange case, I'm not sure what causes it. I was able to replicate similar behaviour but it stopped after I regenerated the Purchase Order and Activity tables, in that order. In any case, let us know if it returns to see if we can determine exactly what is triggering it. - Ashur

Ashur, this worked, although I had to carry out those steps a number of times before getting the expected result.

Hi Marcelo,  Are you talking about moving your new tab/section up in the screen designer? Does it have any objects or fields in it? If it is a blank section it will not move but once you place something in it - it should be fine. Let me know if this solves the issue.  - Jason

Thanks for your reply. I feel comfortable with the customization work.  The only thing I'm unsure of is where I go to "copy the URL from the document" - I've looked at the New/Edit Document Link page, but don't see a URL.   Can the document URL be found on an existing screen?  Or, do I have to customize a ...

I was customizing an Estimate template that originated from a preexisting template in Method. There was a GroupHeader1 and GroupHeader2 already on the template and both were visible when I first started customizing it to meet our needs. At some point, the GroupHeader2 stopped showing up in preview. I tried to backtrack to where I last ...

Everything mentioned can be done through customization, except the automatic handling of the document as attaching a document to a solution requires events to take place (manual button clicks by a user) and going through a wizard. To include a document link in the solution, you can manually access the customer record and copy ...