Method Community

hello, new user here and I'm doing some customisation. our requirement is that Sales Orders are automatically emailed to customers. As such I think I have to add a 'save and email' button, a bit like on the invoices screen. Question - is there an easy way to copy the 64 actions from the button on Invoice Screen to my new button on ...

Ashur, thanks. Yes, a sales order may contain ten line items, but five may be reservations for an event on the same day. These five would need to be selected and included in an email with the event details (address, start time etc...). I'll check the list builder screen for any pointers.

I checked the gateway settings and the transaction key for some reason was a few characters short. I copied and pasted from the known working Visa gateway into the rest of the gateways but I still get the same result. When I go into Method and click "process through payment gateway" I fill out all of the info and clickSave/new. It says ...

I am trying to move added sections up and down in a copied screen that I am now customizing.  For some reason I can get the section to go above the buttons section that's already in the screen.  Suggestions?

Yes that's correct, if you ever want to detach the relation between an activity and a case then you would use that button. The cases grid is right above the Relate to Case # field. It shows the list of cases available based on the filter you're using. - Ashur

Ok so I understand now that the drop down isn't supposed to function.  Why would I clear the case field out? In case the activity is no longer related to the Case? What I'd like to do is take an Activity, and attach it back to an existing case. WHat is the Cases grid? The spread that comes up when you click cases? If so, I ...

Hi HelloGirl, The dropdown arrow doesn't actually do anything, however the '...' button next to it clears out the Relate to Case # field, and those two buttons are built along side eachother so if we want to use the '...' button then we need to show the dropdown arrow as well. In order to relate a case you just need to ...

After beginning our use of Method for CRM / Trouble Ticket purposes, we've found a natural heirachy within the platform for ticketing, Cases vs Activites. Most likely, our small "tasks" will be activities, where more involved projects that require multiple "tasks" will become Cases.  I have found that while ...

Jerry, Follow the same steps listed above but this time for the Button Click event. That should get it working for you. - Ashur

Hi Tom, This doesn't happen.  When they sync over, they are only added as employees, and nothing else.  You have the option to add them as users on the Customize > Users screen, but we do not add them automatically. - Adam