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Hi Tiffany, Unfortunately, there isn't a merge field for the Customer table already in the Save & Email button for the Invoice screen. This is why your field doesn't show correctly. What you'll have to do is add in two character function actions (one for each the body and subject of the email) to replace the merge fields for ...

Hi JWS, Sorry for responding late to this post. It seems like it fell through the cracks and we missed it. Are you still experiencing any issues with this? I see that you have reached out to our support team few times on this issue. Let me know if you still need any help with this.

Hey John, Thanks for that extra bit of info. As for the email still being sent it's kind of hard to tell if that is always going to be the case since all Method does is pass it to the SMTP server and it takes over (The error message that you are seeing is direct from the SMTP server). -Michael 

Greetings The december version of Method, Schedual and invoice section, when i choose to send out a invoice by email,  Method sends out a email, but there nothing in the email body when the emails are sent.  Me and the client get the email saying there is a invoice ready in the subject line but the email body is blank. John ...

To make this work correctly you'll need to load the document on screen first before sending the email.  Please let me know if you have any questions on my instructions here - starting from Customize > Screens: Build a new screen from the DocumentLibrary table. Edit your new screen and drag out a grid object.  The fields ...

[quote user="thesolarguys"]Any suggestions?[/quote] Yes!  Best practice is to not hardcode the email and use an email template located at Home > Email Templates.  You can review some of our templates there just make sure you make a duplicate of the email under the more actions button before saving any changes.  You can ...

I only tested it with Cases and Activities.  It appears it’s only my own email that is receiving the notification twice.  We have a virtual email  for user “Admin” that forwards to several people (including myself).  If I initiate the case do I get a copy of the notification sent to my email as ...

Hi wildlife, We don't have any webinars on this unfortunately. However, if you go into your screen designer and customize the "New Activity" screen -- find the drop down for "Choose email template" and click "Edit". If you look at the actions for that, you will see a bunch of merge field actions -- those actions ...

Ryan, Could please be more specific with the solution youre suggesting. I'm under the "Customize" tab and I dont see I've logged in done the following steps: Click "Customize" in the top tab bar. Click "Tables/Fields" in the sub tab bar. And I don't see "AddEditWorkOrder" in the list ...

Andrew, I've been told that this is possible, but may be a little tricky. You may have to build a table using HTML on the email template, and then loop through the EstimateLine table and place the values into that table. Our in-house consulting team has done similar projects in the past, let me know if you would like me to ...