Method Community

mlepitt- Is this happening with the standard add contacts screen? Can you enable Method support so I can take a look at this? I would need to create a dummy customer and try adding contacts to it. -Michael

It turns out this issue is more wide spread than I thought.  It is also happening with contacts, where it appears to save, but it doens't actually save the customer so it is a detached contact.  The issue only started appearing 10/21, which is about when I created that custom table.

This is great! Thanks for sharing with the Method Community. -Michael

mlepitt- Thanks for the heads up on this. I will make sure to create a ticket for situations where a + may be used in a filter. -Michael

mlepitt- At the moment I haven't been able to duplicate this but I have some more thing I want to try. I will get back to you on this. -Michael

Thanks Michael! Fred

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 ...