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Apologies for the late reply! There are many ways mail merging can be used, depending on the tables you're drawing upon.  Depending on which screen you are sending the template from, will determine which table to pull the merged fields from.  In your case the table is Estimate. So you'll want to pull a field from the Estimate ...

Hey Evan, Would you be able to provide me with your Method Coompany Account Name? If this is still an ongoing issue on your end, we'd like to investigate this. I see that you have turned off the pop-up for your browser's settings. I'll provide you with the steps anyways just to be sure that the pop-up settings is also turned ...

does noone reply to these forums?

I'm trying to create a drop-down list based on a New Table of custom information. When I create that Drop-Down, the Field Type should be "Dropdown", shouldnt it? The system is calling the Field Type by the Table name, which makes no sense to me. I made a Dropdown list under Preferences>Tables/Fields>New Field, ...

We are in the construction field. I have created a new Table called Contracted, in order to keep track of our customers contracts with us. I went to create a Dropdown list based on a new table. I watched the Webinar on this and followed the instructions. When I created the new Field, instead of the Field type being "Dropdown", it ...

I watched a couple of the customization webinars and created a new custom table for my construction data called Contracts. The first field I want to add to this table is based on an existing table, "Contacts" so I can link contracts to existing Contacts, and went to select the "Field" called Name, and the only field ...

We enter a lot of our products as QuickBook groups and then show each item in the group on the invoice. When the salesperson changes the quantity of the group, it doesn't update the quantity of each part. Is there a way to do this? Also, keep in mind that there are sometimes several groups on an invoice.

Hello Method! I have a question regarding the formula wizard in the Web Forms Wizard in step 8 of 9. We are using the Classic Version of Method. Our web lead form enters leads from our website. However, if the lead is a certain type, I want it to go to a certain sales rep. Example one: If the lead chooses "Type A" in the ...

Hi! I'm trying to customize the Estimate email template, but the automatically merged fields are not showing. If I enter Contact.FirstName in the template, then Contact.FirstName shows up in the e-mail instead of their actual first name. How do I get it to work properly?

The following updates are now live for users of Method. Features Added new action “Go To Web Page”, allowing app developers to direct users to a web page using actions (PL-3056) Bugs Fixed spacing issue within the icon on the Tables & Fields page (PL-8686) Fixed issue causing the DataExtDef table ...