Method Community

 Hi Victor, Thanks that worked.

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 ...

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

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?

Inserted screen caps are not saved. How should I send them? They are long messages like "Error found in Cuustom UI XML of "Method In...." Line 3 Column: 36 Error Code: 0x80004005 Failed to find Office control by ID ID: TabNewMailMessage

I installed Method Outlook Plug-In 2.0 v2.1.40 update (run as Administrator) Win7 64 bit patched to current, Office 2010 SP1 I am getting these errors when starting Outlook and similar when doing various actions I reinstalled serveral times and tried disableing all other add-ins with no improvement.

Hi Satish, The only place where Method transfers credit card data to QuickBooks is when it is added in the Customers payment info when editing a customer and it that case Method just passes it along and does not get a response about its validity or if it has sufficent funds. If you are actually looking to accept payments in Method and process ...

Boyd- Thanks for the info Steven- Can you to Customize > Users edit the users having this issue and ensure that for step 5 that you have atleast one role checked. -Michael  

Debbie, Another option is to take a look at the actions used on the Standard Invoice screen when selecting a customer and apply those same types of actions to the Job of drop down. -Michael

Innovative, I am glad to hear that. The issue was with how grids were treated when being filtered by a field from the screen (In your case a drop down). -Michael