Method Community

Hi Audisho, I'm still getting duplicates and have gone over the code. Am I able to PM or email you my code to see if you can pick out a problem? Thank you.

How do you add the BillEmail field to the Estimate screen and auto-populate it when selecting a Customer on QBO? Thanks.

Thanks

pdirect- We are in the process of getting the fix out as soon as it is you will be the first to know. I will update this post and email you. -Michael

Specifically I would like to be able to display the company name in this email notification not just the contact name. I found the email template for this notification but now I cannot make the company name be displayed. Matt

The following updates are now live for users of Method New Features / Updates Proposals - Updated portal homepage tile to navigate users to their sent proposals. (PL-50759) Proposals - Added usage warning when previewing an email. (PL-50932) Fixes Bills - Fixed an issue where the exchange rate was not updating when selecting a new ...

Hey, Are you getting that error after clicking on the Process Payment button? The email address that is being used to send notifications is listed under Customize > My Account > Default Email Preferences. - Mortaza

Take a look at email syncing capability. We would love to have email syncing capability like the feature in Oasis CRM.  http://www.oasiscrm.net/OasisCRM/hostmanager.asp 

 Hi Ronen, Bad news.  The test email was sent and received properly.  However, my test sending you an email failed again, with the same error message. Lee

Currently I have a screen called "Email Type Menu" and a text field that can add or delete options in a grid. Both my Shipment and Email sent screens have fields linked to the grid called Email Type