Method Community

 HI Ronen, Just to clarify:  I do have a password, but it is never visible when logged into any of my different client's email preferences.  However it is there and the test email function always works.  I have and continue to receive the test emails.  It is the Activity email that isn't ...

  I have made progress on creating email templates, but I cannot find any way to create and send a one-time email from the estimate form with a .pdf of the print preview estimate attached. In other words, there are times when using the “save and email” button with a pre-set template won’t work because we may have ...

[quote user="Method_Ronen"] Hi khorner,  The reason that you are not able to see the contact information on the work order is because the contact information is not added directly to the new work order.  The best way to make sure that the information gets passed on to the report is by creating a linked field in the activity ...

Hi lvharris,  I noticed that in your e-mail account settings under Customize > My Account, you don't have a password indicated and in the selection for Use SSL, you have the selection of No.  Please type in a password in the Email Password field, select Yes for the selection for Use SSL, and for Port ...

Hi John M,  I was able to duplicate the issue on my end and have created an internal ticket for our team to investigate further. Once the issue has been resolved, I will update this post with additional information.  Ronen

Hi Dave,  Can you please enable your MethodSupport username and provide the name of the customized screen that this is happening on so I can troubleshoot it further.  Thanks, Ronen 

Hi khorner,  The reason that you are not able to see the contact information on the work order is because the contact information is not added directly to the new work order.  The best way to make sure that the information gets passed on to the report is by creating a linked field in the activity table and to make sure that the ...

Greetings, Method Feb Version>Bill pay Billpayment from template online CRMqudesktop @267> Check more than one bill> press the pay selected bills button. If you check mark more than one bill to pay, it will only pay one of them.  I have to check mark one bill, press the Pay Selected Bills button, then uncheck it, then check a new ...

Greetings, Method Feb version> New activity screen CRM_new activity template crmQB desktop #390> comment section When creating a new activity, I cant write in the comment section even after i tried saving it.  After saving i go to the activity list screen, choose the activity again and then it takes me to the edit activity section ...

 I looked at the detail header in fieldservice_workorder and it does not contain anything for the contact information, only company name. I added the fields for the contact information to a test report and nothing shows. i have data in those fields in my customer list. Any ideas?