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i want to run some actionset when the screen is loading first time. how can i do that?

any update on this mater. i just want to remove some activity we wrongly recored and deleted later from the exsisting case dialog. if not it is look not profesional if our customer can see deleted activity  from his portal.

Hi Saad, No worries at all - glad to hear it worked. To replace the Users.EmailSignature Field, you'll need to first do a Retreive Value from Table action which pulls the current Users Email Signature from the Users Table. It should looks something like this ; Notice the Output Here is an Action Result - You'll use this ...

Thanks Ben, creating a linked field seems to the fix the problem. And one more question, which character function would I need to add in order to dislpay a users email signature on the email template? 

Hi Saad, Looks like you've been speaking to one of our Reps over Live-Chat, so I have a little more info for you here. The reason the Customer.Firstname is populating with the wrong value is because of the way the 'Locate Using Record ID' part of your character function has been set up. This Action is the problem ...

Hey Ben, So I figured out the character function problem but now I am having trouble grabbing the correct information from the table. So what I am trying to do is create a custom email template for Estimates, so that when one of our staff creates a Estitamte, this will also generate a PDF report which can be emailed to ...

Hi Saad, 'Character Function' Is not a screen itself, but rather an Action you can call from within the Screen Designer (customizer) You'll need to call upon this action to replace any Merge fields on your templates, with their corresponding values from the Table. What was this email Template for? Where were you trying to call ...

I am trying to display the customers first name in a email but Customer.FirstName does not populate the correct value of the customer but instead leaves it as "Customer.FirstName" in the email, what am I doing wrong? also where can i find "character function" screen?

Hi jsautel, Glad to hear you found our Videos there. Here are some extra articles relating to the OutLook Plugin for you -  https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Setting-up-defaults&id=703 Regarding the Errors - The Final screenshot you uploaded shows the Error because the  Subject ...

edit Watched the YouTube Videos and found documentation, super helpful. Thanks