Method Community

So I just went into your system and tried to do an activity. I created an email and tried all 4 of the existing templates you have -- aside from the invoice one (which we discussed), they all worked and autofilled correctly. What browser are you using? Is there a particular template in that list that the issue is happening for you? Note: ...

Thanks for letting me know. I'm going into your system to see if I can pinpoint the issue.

Hi Dan, First off, in case anyone else following this thread was curious, Dan did respond privately to let me know that he does indeed want to add bold lettering to a specific column in a grid.  I have attached a screenshot below of the final product, notice the "name" column, all records here are bolded. This is fairly ...

Hi Ken, Well -- there's an action called "Update Field in Table" so I'm not sure why you would have to edit a linked field specifically? Assuming you have "IsSMSAny", run an action with "update field in table" to update that field to "Yes" anytime you add an SMS. It will update all the relevant ...

Hi Dan, Can you please just confirm where you are wanting the bolded fields for me?  I have attached a screenshot from the Method Customer and Contacts List.  In this screenshot you will see a grid, and notice, for example, the column with the header "Rep/Type/Title".  if you look at the records for this column, ...

Hi VLocke, This can be done fairly easily, the simplest way would be to simply replace the contacts grid on your Customer and Contacts List screen with a detached grid based off the Customer table.  You can then setup your new Customer grid so it appears similar to the original Contacts grid.  If you still want to see your ...

Hi wildlife, The reason your invoice template can't send through the activity screen is because the fields in the invoice don't correspond to the activity screen's mail merge fields. You can learn more about the mail merge here. The only fields you can plug in to the template are fields that are accessible in that screen -- in a ...

Hi Ken, I've been tinkering with this on my end. The easiest approach I've had is to generate a SQL override for the Composite Flag field that takes the table with the isSMS field and use a SQL command to filter all the results that actually have SMS recorded inside it (maybe use NOT NULL?). The only other approach I can think of is ...

Hey, You mentioned that the autofill doesn't happen when you send the email out. When you choose the email template in the "New Activity" screen, and it populates the preview email fields with the template information, does it not autofill in the body of that preview either? Naeem 

Hi there, I am looking into this issue -- give me a few, and I'll have an update for you. :) Naeem