Method Community

[quote user="VARC_Annette"] He wants to send PDF invoices as he has done in the past from QuickBooks.  [/quote] Annette - To add to this, you can send a traditional PDF along with the email through customization of the invoice screen.  I can walk you through the steps if you wish. - Adam

I'll call in a case; however, I'm curious why this would be a feature request vs. a bug?  

mlepitt, Are you using a customized screen or is it the orginal screen? If its the orginal screen can you enable MethodSupport (Customize > Users ) and email me your account name. -Michael

Glenn - I'll look into this.  Can you please email the Company Account name to method@methodintegration.com and I'll see what I can do. Paul 

Not a problem, glad I could help out. Jeff

That was exactly it. Thank you!

I'd like to create an email that includes all relavent files. How can I achieve this especially if I'm not sure how many attachments there might be. --Michael

Thank you for emailing your info to us.  Looks like the User Name was changed while you were adding all those new users.  Please see your email for the solution.  Paul 

We received this email from a user -  What field do I have to add to the web-form to take the user right to the opportunity like in your standard forms. I'd like them not to have to navigate to the opportunity through multiple steps. Dan,  Unfortunately, I don't believe this can be done in a web form ...

So i got the payment gateway setup sucessfully, but do you have to get a new connection ticket for every card type? example i use intuit to process visa, master, amex and discover but its like you can only tell it to do one? also i can't get it to show any type of dropdown to pay an "estimate" Second part of this question is I had ...