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Fix installed and verified. Thanks.
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What would be the best way to assign the to (user assigned to case) and from (user that assigned case) values in the Send Email action?
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I had the filter in the wrong area...Once I corrected that it works!!!
Thanks very much!
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Michele- I just tested it myself to make sure I didn't point you in the wrong direction and it worked for me. After adding the linked field to the BillLineItem's table I just edited the grid for BillLineItem and changed the filters on the Item drop down field to only show items that have a PrefVendor that is equal to User - Employee / ...
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Official patch has been released and can be downloaded from http://www.methodintegration.com/MethodOutlookAddIn/MethodOutlookAddIn.exe
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Thanks, Micheal. I tried this, but the filtering did not work. Any idea?
Michele
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Hi Victor,
Thanks that worked.
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Hi Steven,
For email notification all you really need to do is add a Send Email action to your existing Cases screen. You could add it on the Save and Save & New buttons. You may also want to put some kind of flag in there to ensure you are only sending the email on the first save. Another alternative(Shouldn't need any customization) is ...
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Hi Kerry,
Thank you for letting us know about this problem. Quick solution to this problem is to go to File->Options->Advanced->Developers section->Un-check Show add-in user interface errors option->Click OK.
Proper solution will be available for download soon.
Thank you
Victor
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I am referring to either but if email notifications will work if that is easier. Can you go into detail and explain the steps on how to set this up through Method actions?