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Danny, I should have been more clear. My client is looking to send an email with multiple attachments from the Document Library, which would make having the document field on the same screen impossible. I was referring to whatever needs to be done on the back end to allow a document library document to be sent as an email attachment without ...

@Matt & @Mark - we've got this as a potential feature request but I'm not sure if this will be something we plan to put in as a stock feature of the activity screen. So if a client is in desperate need of this now, best to build out the functionality now. Danny

Hello,  Can you some advice me, how we can create RMA section under the customer portal,  We want if customer login in to customer portal they should be able to Create RMA reguest, someone in our team should get notify a rquest was received, and process from there.  Can someone help me ? 

Chad, Just in case you're keeping a tally, I also have a client that would like to see this implemented.

Why doesn’t Method CRM (Customer Relationship Management) support QuickBooks for Mac? Not because the Method team doesn’t want to, it’s quite the contrary. In fact, they love Macs and most of them use them exclusively. The answer lies in how QuickBooks for Mac is different from the Windows version and the development path ...

That makes perfect sense - and it would explain the occurance. It seems strange to me that the action "Value From Screen" would not grab the actual value on screen...at least I have a working method.  Thanks for the help!

Garret, This is just a guess... It looks like when you are adding the value from the screen, it is using the recordID as opposed to the text value of the field. You can test this theory by seeing if your RecordIDs are off by 1 number in the table that contains 1-10. For example the number 2 would be recordID 3. When you use the retrieve value ...

I am having strange math behavior when adding values from two "Quantity" dropdowns - not sure if this is a bug, or error on my part. For testing purposes, I have two sets of two dropdowns that point to a quantity table with values 1-10 (see attached screenshot).  I have actions setup that add the values from the dropdowns together, ...

I am now getting the "Table does not support add" response on the InvoiceLine table. The call was working yesterday morning.

Karen, If you need a quick fix, I would have your Actions update the QTY to 1, and adjust the Price to the Order Minimum upon finding the exception record in your Item/Customer table. You can have your Action Sequence automatically append text to the Item Description to include the actual Item Quantity and a note about the price ...