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I'm trying to test guest access to setup online invoice payment.  I created a test customer with a test invoice, and added an email address.  I shared the link with that test customer, and was able to follow it up get into Method.   Method prompted me to create a guest account, with a password.  Once I did that, I get the ...

OK, everything is ALMOST working according to the script below: (FullName CONTAINS ‘Main Account') AND (TxnDate >= ‘<StartDate>' AND TxnDate <= ‘<EndDate>') AND (SalesRepRecordID = ‘<SharedListSalesRep>') I use character functions to replace <StartDate>, <EndDate> and ...

Is there an update to this? I still have this test screen on one of my apps iand was wondering if I could delete it now.

I can confirm that the issue is resolved. Thank you.

Hi Mahlon, Im not able to recreate this on my end unfortunately. I Added a Picture field to my Sales Order Table, uploaded an image to a particular SO, and was seeing it reliably on ever save/reload of the screen. Are you able to message me directly with the name of the Account/Screen that you are seeing this issue on? Thanks ...

I have an image field on a sales order. I can upload the image just fine, but when I save and reopen, the image is no longer there. This had bee working

Hi Mahlon, The intention for these Merge fields is that they would be based off your Display Preferences (Under Preferences > Display for others reading). However, it appears this is not functioning as intended at the moment. After some testing, Ive discovered I can't affect the Email Date Merge fields ...

We have a field called "Lead Acquired." When we import data into this field it contains a date and time stamp. However, when printing a reports with this field all times shown are either 12:00:00 PM or 1:00:00 PM. Additionally, I see the same is happening when we print other date related fields on the same report. How can ...

Hello, When creating estimates we have a problem because the sales description in the Item drop-down list gets truncated and the user can't see the full description. Many of our items have an identifier at the end of the description indicating if the tem is discounted or if it is a promo item. This causes the user to have to add the item ...

Hi Jack, This is a known issue at the moment affecting a small subset of Accounts. We have a fix in place which we are intending to release tomorrow (Thurs 26 May) which will rectify this problem. If you need the Snapshot filter fixed before tomorrow, email me directly at <b.hargreaves@method.me> with the name of the App, Snapshot and ...