Method Community

Rolf, [quote user="Rolf"]When I tried to retrieve that stored value, I could choose either the field CustomerBank or CustomerBank_RecordID in the dropdown choices.  Either of those choices returns the same value; namely the RecordID of the dropdown choice[/quote]  Unless the fields contain the same value at the table level ...

 I've created a new table within the customize tab of Field Services, and I want to insert it into the AddEdit WorkOrder screen (within Field Services). For some reason, it does not appear as an option. Can someone please assist?

Updated Import / Export Tool The following updates are now available for the Method Import / Export tool: Common tables - When choosing to import or export tables, only "Common tables" are shown initially.  To show the rest of the tables, simply unclick Show only common tables?. Customer and Vendor tables - The Customer ...

all of a sudden in the last 72 hours the check box you describe no longer functions as intended i have been mapping columns correctly for all of my customers for a few months now with no issues.  Till all a sudden today it continues to include the first line item in the address the name thus making me manually delete all the names to get it ...

Valbon, I am executing a set of actions upon a text change in a dropdown field called CustomerBank. In that action set there is a conditional action dependent upon the value of the dropdown prior to the text change. That value is still stored in the table, whereas reading the dropdown field gives the new changed value. When I tried to retrieve ...

Exactly what I was looking for... now to figure out how to get this email editing tab into my Invoice/PO/SO screens. I'll start messing around with it and see what I can do. Come to think of it, I guess it may make sense to copy the info from my invoice over to the activity screen, and make sure every email that is sent out is a new activity, ...

smohyee - try this out on our standard screens. 1. Activities >>> New Activity 2. Select a contact  with a valid email 3. Scroll down and check the option 'Send an Email?' 4. Select an existing email template now… Notice that the email body pre-fills. Try change the contents of the email body by adding your own ...

Rolf, To make things easy, what's stopping you from using the retrieving for the field you are actually looking for? Using the Customer table as an example: i.e. if you want the actual text value of the CustomerType (drop down field) than retrieve that field or... if you want the record ID of that value use CustomerType_RecordID  

Rolf: That's a good point. A third option indicating no deliberate change was made would certainly help in some cases. Thanks!

By the way, I can imagine a setup for "custom" emails where I add a text field that a salesperson can write a personal message into, then use a merge field to stick that at the end of a email template. But before I resort to that, I'd like to know if I have the option for more precise control and editing of the email itself.