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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

Hello Method! I just installed the method plug in for outlook, and we are having some troubles syncing it to Method. After logging in with our company account, username, and password, I tried to press the synchronize button and I get the following errors. Also this error came up: Is there any documentation on how to sync correctly? ...

Hi Mahlon, Looks like this is happening for me too. Im going to bring this one up with the Team - and report back once we have a resolution here. Thanks Mahlon. Regards, Ben

Going back to a screen with a grid seems to force a refresh and clears filters. I checked the actions on the back button and it does not have force refresh. Tried it on two different accounts and seemed to have the same issue

Hi Alex, I can Help you out with this one - Ill need to add whatever email you are attempting to log in as into our internal system to enable access to Billing (and the Subscription portal) Would you be able to email me directly at <b.hargreaves@method.me> with your Email address and The Account (s) you were needing access to ...