Method Community

 Method Rerport Writer.  That is new to me.  I will try it!

Why not re-create the Sales Order document using Method Report Writer, then you can automate the merge and emailing from within Method?

 Running through the drop down Wiazrd, step three I choose the text field.  I understand. Can I show two fields in the drop down?  For example, my matters have very ambiguos Opportunity IDs, ABC123, that sort of thing.  But the names are meaningful, like Alpha Beta Corp re Field Study.  I'd like to have the drop down ...

 Another one of those "this worked pretty well in Salesforce" questions. Our projects start with a Sales Order document which we populate out of our CRM software.  Basically, I create the appropriate questions to prompt the sales staff to scope the project, and the sales staff fills in the fields which are ported out to a ...

Hi Marti, I am happy that it works for you now. The problem for sure has nothing to do with category color coding feature, since Outlook Plug-in fully supports and implements appointment color coding. For example for all appointments that have status completed in Method, you can assign color red, and every time you synchronize appointments, all ...

 I've tried syncing again and it now works. Victor, could this have anything to do with the fact that I was, at one point, trying to use the Outlook category color coding feature?

Customer and Contacts List Updated - ‘Balance’ column to be a fixed width. (QBD & QBO) Portal Cases Fix - activities that are inserted for an existing Case through the portal will now fill in the “Contacts” field in the Cases table with the logged in user from the portal.  Prior to CRM 2.0, ...

Hi Marti, I've tried replicating your problem, but unfortunately I couldn't reproduce the problem you were experiencing. I did however modify your account in such a way, that this error message should go away and synchronization should go smoothly. Please try synchronizing appointment again and tell me if it works now, or if it ...

Rajni, In QB, when an invoiced is VOIDED, QB is really just doing two things: Changing the Memo field to be "VOID: (plus original memo)". Changing all the qty column values to 0.    You can mimic this in Method with actions. -Michael  

 No luck.  After performing the above steps, I still get the same messages when saving.  I don't have any problems adding as activity from email, just the calendar.