Method Community

Ben, great news. Nobody had noticed that option at the bottom.

Jason, thanks for the reply. Yes, I'm using merge fields to replace fields from the EstimateLine table, but I'm guessing this will only pull through the first record found that matches the filter.

Adam, thanks. I'll take a look at those points.

Thanks for the reply.

When creating an activity from an email that has an attachment, is there any way of saving the attachment to either Method or Smartvault?

Just a couple of quick ones. When displaying date fields on a template is there anyway of removing the time element? How are multiple line items, on an estimate for example, displayed within a template?

Update: I have added a show message to the screen load actions to confirm that the shared results are being retrieved. They are apart from the document record ID, that is still blank. However, none of the values are being entered onto the screen. All of the conditional statements on the load action are being met.

Update: I must have had something wrong in the HTML first time round as this is now working.

I have a custom field in the ItemService table called URL. It's for entering the URL of a link to download a brochure. Is it possible to insert this into an email template, but hide the link and label it 'Download'? I have tried using the standard link button on the template editor and editing the HTML. Thanks.

Adam, I see that on the default estimate screen there are actions to link and upload a document. There are also a group of actions that assign the estimate record ID and entity full name to shared results. The edit CRM_EditDocumentExistingLink screen is then popped up. This displays current documents in a grid and there is a link on the grid ...