Method Community

 Hi Ian, Which screen did you use to send this email from? Was that screen customized? If it was it looks like the CustomerRecordID may not be set in the Create Short Method URL action. -Michael

 Ian, Are you using the default screens or did you do any customization? If you are using the default screens can you email me the link you are using(Method short URL) and the email associated with it so I can test it? Or if you can add my email m.melo@methodintegration.com to a dummy customer and send out  a dummy email to ...

pdirect, Have you tried setting the font size and font type first and then entering the text? Let me know if that works for you. -Michael

Hi Ian, Did you try logging in to the portal using the Short URL link (http://MIurl.cc/xxxxxx) that is provided in the email that is sent when saving an estimate/invoice or did you try logging in directly into the portal? To be able to only enter the email address like it is displayed in the webinar you have to use the link that is found in the ...

Hi cpitts, It can be one of 2 things, you may made need to install the GoToMeeting Codec found HERE, or you may just need to skip to about the three minute mark(This was one of are first webinars and the presenter didn't start recording the screen right away ) -Michael

Pdirect, I'm going to assume that you are formatting the text in our text editor. I just tested it out and it seems to work. The next time before sending an email click the HTML tab at the bottom of the editor and let me know what you see. You should see something all the lines of the following <p>This is a test in ...

pdirect, Since they are numeric values you will need to cast them to varchars an example of casting would be CAST( EmployeeID as varchar(5) ). -Michael

joanne330, There are many different ways to do something like this. You don't necessarily have to link any fields you could just create a text field on the screen and pass that value to the Send Email action. You can also use the logic built into the existing standard estimate screen and use our Contacts Portal. If you want us to create a ...

pdirect, When you created the screen did you optimize it for mobile? If not to do this edit the Screen and click Advanced you should see a check box for Optimize for mobile device, make sure that is checked. -Michael

Hi Matt, Are you trying to pull the Balance and Account number for the customer as a whole? Or are you trying to process some information for each individual transaction? If you are trying to pull the balance and account number for the customer as a whole, I would use the Retrieve value from table action and retrieve the fields from the customer ...