Method Community

Greetings, Say i have some items in a estaimate and i create a field called Show, it would be a yes or no.  Would it be possible in a printed estimate to only show the items that are marked yes and be able to add up all those hidden items?   Thanks! John M

@VLocke - templates don't get synced on a changes-only sync (blame the QuickBooks SDK for not giving us the ability to see if they have a new modified date!). But they should sync on a full sync. I just tried adding a new template, and modifying the name of an existing template. After a full sync they travelled over nicely. Paul

I am working on customizing an invoice in Method.  We are using several QuickBooks templates and need to be able to choose from the template list.  I have added the template list to the invoice.  I can see a number of the templates we have setup in QuickBooks.  Since I began working on this customization we have renamed some of ...

 This was a pretty useful field - especially if you're assigning the followup to someone else. Maybe you'll decide to put it back, but not require it to be filled in?

Hi Dave, The dataset was returning encoded data, and I was using one of the stock email templates to test it out. The HttpUtility.HtmlDecode did the trick though and now it is working beautifully, thanks for your help!

  Hi Matt, The dataset should not be returning encoded data, unless it is encoded in the table in your method account. If the data is encoded you should be able to decode it with a simple .NET HttpUtility.HtmlDecode e.g HttpUtility.HtmlDecode("<strong>Something Bold.</strong>") will return ...

Dave, Ok I was successful in sending an email without the encoding... next question is: how do I retrieve the email body field from the EmailTemplate table without the coding to be able to send it automatically?

 Sorry Matt, My last response got submitted while WIP anyway... I would just put the html in there without encoding the tags e.g.<strong>Something bold.</strong> would show up as Something bold Dave

 Hi Matt, I would just put the html in there without encoding the tags e.g.<strong>Something bold.</strong> Dave

Hi Dave, How would you include formatted text in the SendEmailV2 email body field?