Method Community

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

The error is caused by the formatting on the strings in the Arrays.  They are: <string>something</string>.  They need to follow the formatting of the parent: <tem:string>something</tem:string>.  There is a subsequent error that Name is a required field on the Customer table.  Also, the ...

Hi Maria, I’m sorry that you’re still having trouble with this and I am also sorry that you were unable to reach us via phone. Our phone system should allow you to leave a voicemail instead of waiting on hold. In the future if you leave us a voicemail, we will create a case for you and reach out as soon as we are available. In this ...

Hi scottaskinosie, I was able to import this field without error. I tested blanking out this field for the series record and the only noticeable change was that when I selected the series, the Recurring checkbox was not checked by default. Checking the box resulted in the recurring info populating as expected. If you want to shoot me an email ...

Vicki, Is this a custom screen or a stock screen?  Could you enable MethodSupport and email me your company account name.  I can take a look and see if I get the same behavior on my end.  Have you tried a different browser?  I don't use Firefox much, so perhaps there was an update that may be causing this. I haven't ...

I understand now, thanks for elaborating. To clarify, the Phone and AltPhone fields are stock QuickBooks fields which is why they cannot be deleted. Why don't you just create two custom fields in QuickBooks when editing one of your customer records, name them Phone 2 and Phone 3. Make sure to put a checkmark in the 'Cust' ...

Hi Ben, Sorry for the issues you are running into.  Could you email me your account name, the file you are importing and the table and columns your using? As for logging you out, that is a setting that you can change.  Go to Customize > My Account and under User Password Preferences, you can change the idle time.  This ...

Hi Matt, The location of the button is really up to you but the current button processes info based on a grid. As for going into the specifics of what functions I used that’s starts to get into paid consulting. What I will say though is that the existing button is about 70% there of what you need to do; you just have to change it to send ...

Hi Matt, 'esthrs' is a field that is by default part of the items table, however is not visible. This field (as the name implies) lists a static estimated hours value for a particular service. (i.e. You mow a lawn, which always takes an hour). However, by the sounds of it, you are trying to create a dynamic "estimated hours" ...

What is the best aproach to a client with two emails? Create a new field in the customer table? "email2" or add a second contact with the same name to the customer