Method Community

Hi, Maybe I'm missing the obvious.  I'm trying to create some personalized email templates to use when we email customers their estimates. It's simple enough to create a new template, but when I use it the recipient gets my email notification but no estimate is attached.  Any thoughts? Thanks in advance for any ...

We received the following question from Robert by email. [quote]My question is about importing more than three Contacts per Customer. We've tried to import Customers to the Customer table and Contacts to the Contacts table but saw no primary/foreign key in which to join them. In the customer table we see a place to put in three contacts, but ...

Normally, when doing an invoice/sales order, I add individual items and when I save the order, the tax code for the customer is applied to the invoice. However, I made an item group in QuickBooks that is comprised of several items, with a default tax code of "G". When saving, the taxes applied do not readjust to reflect the taxes ...

Hi theavspecialist, We don't have any documents detailing different ways of sending emails from Method, however you can utilize the Send Email action. In order to type in HTML you would need to enable the Show in HTML editor option for the textbox field/object you'll be using. If you want to send the recipient contact details you can ...

Yup you're getting it now! Just to be streamlined I would say type the Yes/No words with a capitalized first letter. Yes you can add a separate Yes/No field for each division to your Customer table. Just remember that you will then need to create copies of your Customer/Lead screens in order to be able to use your new custom fields. - Ashur

Yes it's possible that companies run several campaigns at any one time. Opportunities would be a viable option for your in the interim but what do you mean by turn Opportunities into an editable dropdown list? Are you referring to the Opportunity Name field? If so I wouldn't suggest that as there are other fields/tables that link to this ...

Hi Adam, I think it must be an update thing, but I've been so busy with a project that I haven't had time to check.  I cleared the cache and it's still happening, but only from the Save&New button, so it may something we've written into the button.  I'm going to see if it fixes itself the next time Java or Adobe ...

ok, sounds like to me though even though I am not in sales that you would have more than one campaign running trying to convert leads to customers? We are a small non-profit with 0 budget so the option of paying a consultant is out the window unfortunately. Hence me trying to learn method myself and create our own customizable version. I see you ...

Hi AutumnW, I can't think of anything that would prevent changes being shown. I did a quick test and added a label to a portal screen and it showed.  What browser are you using?   - Adam

April, Could you email me the account this is happening on?  Also, does this just happen on customized screens or stock screens too? Adam