Method Community

Thank you so  much for your help. I can make that editable right? And then link it to the contacts form so the informtion is then converted over once they go from a lead to a contact? You have been a great help... I really appreciate it...

how many emails we can send thru method thru our google account at 1 time that will not get me in trouble for spamming

Hi babbott,  This is a feature that is currently not built into Method but can be added through some customization. You could start by creating a new screen that is based off the DocumentLibrary table. From here you would have to add the Document field and a grid and retrieve the selected document in a Send ...

Hello, Sorry, to clarify, make sure that it's a custom TEXT field within the table itself.

Hello! Yes, each field will be a custom field within the table itself. And yes, the CSV file looks to be the correct format as well.

Thank you. So would each field be a text box? also I believe that the way the csv file is set up now would be the correct format right ( the attachment in first message) Thank Again

Hi Angie, You will need to add in another action before the Screen pop up action in order to retrieve the customer'sRecord ID from the Customer table. You can do that by using the Retrieve Value From table action which you will need to store in an Action Result, then for your Screen pop ...

I have documents uploaded in Method.  I can not find anywhere on here or support center how to get that document to a potential customer via email with a a prewritten template.   Help!

Hi Jonsturm34, Before the user is prompted to pay has the api inserted the sales order and line items in method? During the save/update process is when the tax calculations are done. So you would need to save it in method first....then you should be able to retrieve the tax that was calculated.   Dave

Hello thepostingboard, Ah, is it only being used for display purposes? Would you not want to alter the different options you have under each category? Is it possible that organizations may change their services eventually later on? A solution I can see is to create three custom fields, one for each category of your CSV file. Stored in your CSV ...