Method Community

hi blcpa :) you wrote you have set up some email templates to send to clients when you schedule a consultation with them... do you mind to copy and paste it please?? i am looking also for this template Thank You so Much!!! Natalie 

Great...thank you!

I am editing a mobile screen generated from the customers screen. At the moment the customer email address is displayed on the 'Details' tab. I would like to also display the email on the address tab. What is the easiest way to accomplish this? Thanks in advance.

Hi there, I am looking into this issue -- give me a few, and I'll have an update for you. :) Naeem

I am showingthe due dateon an email templatefor invoice.  This is the template This is the result In US I would like this to display May 2, 2016

Any updates on this?  It is really causing some issues. Thanks.

When I receive an email from a new contact at an established customer or vendor, is there a way to add just the new contact information to the established customer without add it as a new customer as well?

Hi John, Is it alright if I log in to your account and take a look? Just email me the name of the screen this is happening on. - Justin

Hi Michael, Are you using Standard Method screens? Can you post or email me screenshots of this? -Michael

This question has been answered offline via email where we have helped them in setting it up via correct API required fields.