Method Community

Hi Joe, What’s the value you are using for the 5th field? What you could try is having an action on one of the displayed fields triggered by text change that will enter a value into the 5th and hidden field. Hope this helps

 What does this mean and how do I do it. If you are not the designer of your system, this step should already be done for you.  If you are a designer, however, you'll need to do some extra work to make sure that the merge fields actually get replaced with real values.  For every table used in merge fields, you'll need to ...

 I have tried this but it doesn't work. Dear Customer.FirstName, This is a reminder that your balance is overdue. The current balance is Customer.Balance.   Please pay this as soon as possible. Invoices Outstanding Invoice.RefNumber, Invoice Amount Invoice.Amount Users.EmailSignature

Hi I would like to be able to generate an email template with the following dear customer name you have the following outstanding invoices. invoice number      invoice ...

 Nevermind got it working also. How do I get a confirmation to pop up to say email delivered after sending.  

 Hey Guys, I got this working now all by myself, another question at the moment i have the subject as the invoice number, but in front of the invoice number I want to put text so it looks like so. Invoice Number: 2100 etc. Any clues on how to go about htis ?

Hi Michael, Thanks for confirming some of this information. Turns out the issue with the employees was related to the set up within your Method account. In the future be sure to remember the following three things when adding new Xora users for Method. Make sure they are active. Make sure they are listed as a Xora user. Make sure the Xora ...

Hi Tony, I've looked into whether there is another alternative besides the one I already outlined and unfortunately there doesn't seem to be any.  If it gets too complicated you can always contact your Business Systems Consultant and they would be able to customize this for you.

 Hello Jim, Template FieldService_WorkOrderV2 is also listed as a Method template. I had a glitch on my account. Sorry about that, I'll try to assist you with this. On the Print work order button, under preference, in step 2, click edit generate report you would want to ensure the filter report is set for where [Table]Activity, ...

Yep. Everything is working now. Im just cautious of doing too much in onscreenload .. because visual changes can often cause the screen to be a little "spazzy" when it first comes up. So i try to get as many things defaulted to a particular view so the user doesnt have to watch the changes, or get glimpses of things that arent meant ...