Method Community

I'm trying to send out an email with details that include some dollar amounts. It seems like when I put the amounts into Action Result I can't seem to get $$$ formating. Is there some way of limiting to 2 decimal places as well as inject commas? --Cindy

Hi, Unlike the Activity or Listbuilder screens, the Work Order screen does not have the character functions to replace the merge field with the intended values (customer name in this instance). To achieve this, some customization is required. I recommend you look at the Activity email actions and use similar actions for the work ...

Hi Kelly, Please refrain from posting any account specific information directly on our forums. This includes account names, usernames, screen names, etc. The forums are a publicly available area and making this information publicly available is a security concern. Our support team lists our email addresses in our signatures (see below), so ...

Hello Telly.Rollinger,    Method doesn't have an automated clock that can perform actions.  You will have to have a user click a button (or some other physical action) to activate a send email action.  You can have a button that finds all the customers who joined 30 days ago and send them an email with the click of a ...

Hi Michael, Would you be able to send me your account details (CompanyName you login with) so we can look into this a little further?  Also, please make sure you have Method Support turned on, which can be done by navigating to Customize-Users Tab, then make sure there is a checkmark beside the "MethodSupport" User in the ...

Thanks for getting back to me. Can the Overdue balance reminder template include a statement or overdue invoices as attachements.? Can you send it to a batch i.e. everyone with overdue balances with one click? Thanks Justin

[quote user="NeilRick"]Is this possible to do with activities tab or will I have to set up the automation under the email button itself through a long series of actions and date differences?[/quote] You could use the recurring activity feature when creating a new activitiy.  The basis for recurring is quite flexible so you should ...

Hi Mike, From the Purchase Order screen in Method if you edit the ‘PurchaseOrderLine’ grid do you see the VAT (sales tax) as an available field/column to add (step 2 of 8)? If it’s there you can customize the screen to use it. If it is not, let us know and we can determine if this is a SDK limitation and get back to you. ...

Good Morning Mary, Thanks for the detailed description and feedback. Could you please email me a copy of the logo that you were trying to import into Method?  I would like to try it on my end and see if I can duplicate it.  Just send me an email with the logo as an attachment to d.docouto@alocet.com. Regarding screen sizes.  I ...

The send email action supports more than one PDF attachment.  So you're in good shape. Paul