Method Community

I added a 'report' at the bottom of my purchase order screen and quote screen so my sales people can view and email the selected form but my report includes ALL quotes.  How do I tweak this so only the selected quote is showing?  Thanks, Laura

http://imgur.com/5UNT5ae

The following updates are now live for users of Method Fixes Account Settings - Fixed an issue where the description mentioned the ability to set up an email signature, despite this having moved to a different page. (PL-35473) Regards, Courtney

The following updates are now live for users of Method Fixes Duplicate Entities with the same ListIds issue resolved. (PL-37354) Contacts - Fixed an issue where users were able to save contacts with duplicate email addresses. (PL-40109) Regards, Courtney

Ben, Still haven't been able to reproduce it.  I've reached out via email with a couple of questions. - Adam

Okay, I figured out how to add the FullName of the SalesRep, but I still don't understand why the customer email address and phone number are not showing up on the estimate. 

It would seem that the issue is not at all related to SSL. According to the error email : "The could not be found as a possible value to insert. Please check the spelling.FullName_ReadOnly_Step2" 

Hi David,  I sent you a direct email regarding your Estimate report.  Jason

Good Afternoon. For some odd reasong all of my work orders, route lists, invoices and estimats are all going to my email account and not to the customers accounts.  They were all working great a week ago, are there issues on your end? Thanks, John M

Activities  Emails outgoing & incoming Find the record but don't see how to get to the Email itself or even tesxt content???