Method Community

Andrew, You may need to add additional actions to replace merge fields that pull data from the EstimateLine table. You can find replace merge field options within the Character Function action. Below is an example from the stock Invoice screen.  Jason

HI pdirect, Does this happen with specific user logins or all user logins? Who do you currently use as your email provider? -Michael

[quote user="Ron Soukup"] I'm bringing this back to the top, because I can definately see the value of this portal... I'm not sure what I'm doing wrong here, but I chose the default portal in the Third Party portal tab and applied the html to our website by creating an enitely new web page called ../Cust_login.htm I can ...

Hey Chris, I'm not sure how it's setup on your account but: Why don't you set the Default Email Server to crm@domain.com and set your User account to your own email (Server User?). Then give permissions for emails to sent out from crm@domain.com for all your Users. Can this be a possibility? - Mortaza

Hi Greg,  I believe I have figured out a solution to what you are attempting, in regards to adding more than one line item at a time.  The trick here is to first create a blank Action Result outside your Grid Loop, then use the Character Function inside the loop in order to grab all the info you need, just make sure to assign your ...

Hi Nick, Have haven't been able to re-create this.  I've deleted a number of emails in my test account, both within Method and QBO without issue.  Do you have any conflicts or errors when you sync?  Does this happen with all of the contacts or just this one? - Adam

Hey Callum, Both the Report and Graph are filtered by the same date? Can you send me screenshots both the Report and Graph either to my email address or PM me here. To automate the update look into the Refresh Counts object on the Dashboard - you will need to create an Action Set similar. - Mortaza

Hello Antonio,    I have had a problem recently reported where a transaction that has a 0 balance and will not sync.  We were still looking into the cause.  Give Method support a call or email support@method.me.  We can create a case and take a better look.  Greg

Bump. Can someone clarify the relationship between Outlook and Method in re sending emails with read receipts? Or alternatively, whether there's any synchronization between emails sent within Method and Outlook?

Hey Paul, we had a error on a WTL form that returned this in the email to us. Can you evaluate? Your client had encountered an error with web form Moxie Girl web-to-lead. This may be due to incorrect setup of the web form. The error encountered was: 2012-Apr-06 02:26:34 PM could not be found as a possible value for field ...