Method Community

I've got an older post that explains linking with an example that's quite good. Since there is no link to the Vendor table from Invoices by default, you'll need to create a link first.  Once you create that link then you can access the rest of the fields in the Vendor table.  Remember the initial link needs to be a unique ...

Thank you for fixing the error and answering my question. Not sure how that could have happend. The same error is occuring in our Invnetory Adjustment Screen which is also a hold out screen from our Remote Entry Edition. Would appreciate your help in fixing this problem as well. Thank you.

I have to correct my post above, there's no need to do a merge.  Create a new email template and put your HTML into the template then call a Retrieve Value From Table to get the email template.  This way you adjust your templates without having to edit your actions. ~C

Hi guys, I'm showing my coworker some things in Method, and I've realized that I misunderstand something about linked fields. To show her how to create a relationship between tables, I added a dropdown field in the Invoice table that linked to the Vendor table. Then, I added a linked field via that dropdown for the Vendor Phone ...

[quote user="thesolarguys"]Any suggestions?[/quote] Yes!  Best practice is to not hardcode the email and use an email template located at Home > Email Templates.  You can review some of our templates there just make sure you make a duplicate of the email under the more actions button before saving any changes.  You can ...

How and where are you adding the html?  If you are using an input field that uses the wysiwyg editor you need to click the html link on the upper right and insert your raw html there. HTH 

I am having the same exact issue - I am not using a custom screen and I am accessing the Add/Edit Contact popup by opening my Lead, then going to Contacts and Add Contacts...

I send an appointment confromation to every customer I schedule and would like to insert html code in the body of the email. I get an error to conact method support when I put html code in the body section of the email function. I did find a limited work around by using the assign value to action result but it still won't let me put in ...

[quote user="crosewood"]the default template is not going to work for us.[/quote] You can modify the default template when on the Estimates page.  Under the More actions... button click Customize Print Templates and there's a link here to Customize Templates with the Report Designer...  This will ...

We're currently printing our Estimates out of QuickBooks. We'd like to make it possible for individual users to print estimates from within Method; however, the default template is not going to work for us. Is there a way to use the QuickBooks template in method, or do we totally have to redsign the method template? Or possibly automate ...