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Ian-
An Method update would have not caused a lead to go missing. Can you try and duplicate this again by adding some dummy leads? Did you get any error emails sent to you?
-Michael
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Hi EricK3MS,
Currently it is a
limitation within QuickBooks so it is not possible to do within Method.
Ronen
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Oh gosh! I was able to send it now. I was trying to make it more complicated than it was.
Have a good day Michael!
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Nia-
The only action required to send an email is the Send Email action, in that action you could hard code all the values or pull them from action results.
If you want to test this out, create a button with just the Send Email action and fill out all the required fields in that action.
More step by step instructions on how to retrive and build ...
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Beautiful. Thank you, Michael.
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Andy-
One last detail-
If you want a $ use {0:$#.00###}
-Michael
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Andy-
You can use a format string like the following {0:#.00###}
This will show at least 2 decimal but up to 5 if needed.
-Michael
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Hi Michael,
Yes, inside of the Show Message action I put "Credit Memo Saved. 1 Email Sent!", but the message never showed. Perhaps the issue is that I literally copied the actions from the Invoice's Save & Email button. Maybe I should have just started from stratch. Can you point me in the direction where I can find out how to ...
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We have a few items where it is necessary for us to invoice the Unit price down to fractions of a penny. So for example, $0.0243 per gram and $0.01856 per gram. This works fine within Method since we can go as many decimal places as we need in that field, but when we print the invoice in report designer, it rounds to $0.02 for both scenarios. ...
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LAppeal-
Did you put a message in your Show Message action? If you didn't, nothing will show.
Since it looks like it never reached the Send Email action, it means that maybe the filters in your loop is to strict or never being met.
The Send Email is a pretty basic action, and based on what you are saying this issue lies outside this action ...
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