Method Community

When I first set this up, I chose HTM thinking I could throw it into the body of the email.  It didn't work, so I chose PDF and attached it.  Then I got the email with an HTM attachment.  I went back to the action and confirmed it was set to PDF.  I then changed it to PNG and confirmed I get a PNG attachment.  I went ...

Yes, this issue was resolved when you alerted us of the fix.  Thank you!

I am posting this as a solution since I could not find any other post asking how to go about sending faxes from Method.  I made a custom field at the customer and vendor record which was the Efax Email.  As long as you are signed up for an efax account, you can utilize their services to send a fax via email. 1. Create a custom field for ...

I was able to implement as you suggested but ran into a bug.  We have items that have a "+" in their name and would not work for the grid filter where the Assembly Item = the Item Group or Assembly List Item Name.  I had to add a hidden Assembly Item Record ID onto the screen and use that instead.  So, reported bug appears ...

No, we are just entering one record and I have a save and close button.  It saves the section and closes the window.  At all times they see the customer filled in, but when they save & close, it doesn't actually save that one particular field.

mlepitt- By any chance in that child screen are the users entering multiple records at once? If they are, are they clicking Save & New (Or similar button)? On initially loading the child screen the value will be entered but if they click Save & New it would clear out the value in the drop down. If that's the case you could ...

Fred- Take a look at this link HERE. It should explain how to get the Transaction Key. -Michael

Katie- We regenerated your screen. This issue should now be resolved. -Michael

Greetings. I am looking for a way for using my Droid3 and enter expences and have the ability to download them to quickbooks.  Does your Expense program do that by chance?  Or have any ideas?  Thanks! John M

When I export, you can clearly see that some of the records are missing the customer name, though I saw first hand it was filled in on entry.  So, it does save a record each time, but ~25% of the time it doesn't save the customer.  It is a drop down field based on customer which auto fills in due to going to the screen as a child of ...