Method Community

[quote user="Wavetec"]Now we would like to have multiple Field Service Visits per Call. i.e. Customer A has Issue 1 and we went to the site 3 times to fix it. Right now we have 3 Calls and 3 FSRs to document this.  I'd like to have 1 Call with a referrence to all 3 FS visits.[/quote] In this scenario I could see one table being ...

Hey Jason, I have not tried the ListBuilder route, but if the final outcome is that you are trying to retrieve the list of Emails of the Customers that have payments against an invoice, this is the solution I put together: ~ quick little gif of the screen in action: https://streamable.com/nln8 (1) It looks like you already ...

[quote user="mrjonboy"]Would you like me to put the Method generated form back up? [/quote] Yes please.  We would like to the see the unedited HTML code we genereated on your server.  It shouldn't have any special formatting so we can eliminate that as a possible cause for the issue.  Please email the link ...

We have several customers that own multiple businesses that we service (e.g. conveniece stores). Many of them pay from different accounts with different business names and addresses but all of their bills from us go to one central office. When we were just using Quickbooks, we could accomodate that by having one customer (one billing address) with ...

Hello,  I've searched the forums and have found some infromation on how to get MS Exchange 2007 to be ale to communicate with Method. I've set up the IP addresses per a previoue post here http://www.methodintegration.com/cs/forums/p/1302/4439.aspx#4439 from 2010 regarding this matter. The relay has been set to allow access and test ...

It seems to only be this account and I can see no sync errors related to it. Also I just discovered that updating does NOT work either. It continues to revert back to the original value when you refresh.

Hi acspw, Can you tell me a little more about your Windows environment? Are you currently using a server variant of Windows? If So - I'll likely need to send over some specific install files used for Windows Server. Shoot me an email at b.hargreaves@method.me and I can send you over those files. Thanks! -Ben

Hello,     I am looking for some clarification.  Is this to do with the Portal link or the Opt out of marketing and the List Builder?   What instructions are you following to paste the links? - Greg

I guess I dont under stand it. I have read he mail merge link and it sound like all i have to do it put in customer.FirstName, Customer.Ballance and it should pull the info from the correct tables.

I am responding to Greg's questions below in blue -- thanks Greg, for responding and I look forward to dialog about this:  This is a great questionsand I'm hoping we do get some ideas from the community.  I want to make sure I have the correct idea.  The idea is to send an meeting activity to an employee. >>>To ...