Method Community

Hi Tiffany, Unfortunately, there isn't a merge field for the Customer table already in the Save & Email button for the Invoice screen. This is why your field doesn't show correctly. What you'll have to do is add in two character function actions (one for each the body and subject of the email) to replace the merge fields for ...

Hi Brian, We do plan to integrate with some of these services in the future, however this isn't on the roadmap for at least the next 6 months. Hope this helps, - Adam

Hi Tiffany, Can you tell me which screen and email template this is for.?  The character functions for the merge fields may already be in the actions depending on the screen you are in.  Different screens will have different character functions. For instance you'll find character functions for the case merge fields on the ...

Hi Mike, I haven't seen that error before.  I did a search and it appears that "not a legal OleAuth date" is an error that refers to the date not being between 1-January-4713 BC to 31-December-9999 AD. From what I've read its when can happen when converting a date value. I'm not sure why it would be occurring here, ...

Hi Brian, Sorry for the late reply.  There certainly is a way to attach documents. I would recommend copying and taking a look at the CRM_EditCase screen. You could essentially copy most of the actions on that screen and place them in your portal screen for cases.  You would be creating your own Documents section (like in the Edit case ...

Hi Brian, I'll have to find out if these services are on our roadmap. I'll post back here when I know more. - Adam

Hi Mike, Unfortunately, this has been known for a while.  The search function is not ideal. To do a search, I'd recommend using "site:methodintegration.com" in Google and then including your search terms.  As far as keeping track of your own, I'd save them in an email folder so you can easily reference them. We will ...

Hi Brian, Leads can have transactions. For example, You can select a Lead, create an invoice, and so long as "Wait for Sync Approval" is checked, it will not sync over into QuickBooks.  Estimates, Sales Orders, etc. will also function the same way. Wait for Sync Approval is a flag in Method that is used to mark transactions that ...

Hi, Sorry for all of your frustration with this.  Unfortunately the Surface RT, while it runs Windows 8, is still a tablet and won't run Method through the browser like a regular desktop browser would.  You'll run into the same issues as other tablet devices.  Part of the issue is due to the dynamic screen ...

Hi Garrett, Is there a value that we could that we could look for in an export of the Employee table?  I'm wondering if perhaps the fields are under a different name in the table. - Adam