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Lee,
I didn't try it in your account; I tried it in my account which was having issues similar to yours previously. I would confirm that the Sales Reps have an email and phone listed. The best way to do that is export the sales rep table(Method currently doesn't have a sales rep screen) or go into QuickBooks and look at the employee that ...
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We had to rebuild our QB file yesterday after having login issues. At least one Changes synch completed after the rebuild (12:18 pm) and we shut down the Method engine at that point so that it wouldn't impair QB performance on that system. We restarted Method at approximately 5:00 pm, but at some point after 6:00 pm (the last time it was ...
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Use the path:
Sales Center | Contact Activity | Send Email | Use Template: General Follow-up
I didn't see your linked field in the Customer table; did you delete it after you tested it?
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Hi Fran,
You can create just a ItemReceipt but it would have no items to it, so if you want to add items you would have to add records to ItemReceiptLineItem.
The RecordID field from the ItemReceipt table is used in the ItemReceiptRecordID field in the ItemReceiptLineItem table, it is what links them together.
-Michael
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Hi Lee,
What screen are you sending an email from, are you using a customized screen or a standard screen?
I created a linked field call Customer.SRPhone which links to the sales rep phone and it was able to merge successfully.
-Michael
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Matt -
We've seen this before.
Please go through the steps here again:
http://www.methodintegration.com/cs/blogs/methodblog/archive/2011/02/09/intuit-payment-solutions-intuit-merchant-services.aspx
Make sure you choose "No" for step 12.
Paul
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I ran into an error while testing the Contacts_Portal_RecievePayment screen. I entered credit card information and clicked "Process" and this is the error I recieved.
!Payment Did Not Process
Error Status Code: 2020 Severity: Error Description of Error: Session Authentication Required
How do I get the authentication ...
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do i need to create both an ItemReceipt and an ItemReceiptline to generate a full item receipt record. And is RecordId the joining Id between the two?
Thanks,
Fran
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Sorry to keep asking, but do you have an updated release date for the report designer? Thanks!
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Michael - it appears that you have to give the new linked field a name that's unique from left-to-right: when the merge command is parsing the field name it stops as soon as it "reads" an existing field name. To illustrate:
Customer.RepName - works
Customer.SalesRepName -- merges out to ...