Method Community

Okay.  Thanks for your help

Jamie- Can you enable MethodSupport under Customize > Users by checking Active for MethodSupport and email me your Method account name along with one customer who is having this issue so I can take a look? -Michael

Gary, That's the correct value. Can you try making a dummy entry in your web form and see if you get the same results, if you do can you forward the error email to me. -Michael

The following updates are now live for users of Method New Features / Updates Discover Hub - Added new quick demo for Email Marketing app package. (PL-49585) Proposals - Improvements for Xero. (pl-48948) Fixes Activities - Fixed an issue where the To and From fields were not populating on emails sent from the Send Transaction Email ...

The following updates are now live for users of Method New Features / Updates Fixes Calendar - Fixed an issue with the shadow hover when dragging a calendar event on Safari. (PL-38981) Opportunities - Fixed an issue where attempting to send an email to a contact without an email address did not display an error message. ...

 Hi Ian, Which screen did you use to send this email from? Was that screen customized? If it was it looks like the CustomerRecordID may not be set in the Create Short Method URL action. -Michael

I worked with a consultant yesterday to get help with adding a few fields to the Estimate table in order to have them populate our estimates with the SalesRep’s information. The email address field and phone number field are populating the estimate perfectly, but I cannot get the SalesReps full name to show up in the estimate. I have added a ...

Cara, Can you email me the screen that you are looking at?  I took a look and it doesn't appear that you have added the Customer Type field to the grid for you CustomerList screen. Are you looking at a different screen? - Adam

Just curious if anyoe else create batch invoices in Method and email them from QB We are having a problem with the credit card link, doesn't appear on invoice, has to be emailed one by one from QB

Thank you for the help Adam. Did you ever conclude if the Character function "JOINS with" is throwing the code or not? Neil