Method Community

Neil, I think I've finally solved this.  If you add the tag as the first part of the action result, then at the very end of the action result string, add another ending tag, then it should work.  The link can be placed anywhere in the joins.  I've attached a screen of my actions so you can see.  You can also use ...

Unfortunately, not all of my Sales Reps are Employees - some are Vendors, some are in Other Names. I've confirmed phone # and email addresses for the Employees and Vendors, but the Other Names list doesn't provide for those fields. What's next? Also, I really need to actually understand how this linked fields function works, and what ...

Well, *that* was embarassing... you were right, the Sales Rep table didn't have phone and email values where I was expecting them. I exported the Sales Rep table and updated it, but now when I try to re-import, a strange thing happens: I can't select "Phone" as one of the Existing Fields for that column, because "Phone" ...

I think the bug or whatever that popped up prevented the definition of the linked field. When I use the email template now, I get: {Value of Customer.SalesRep} "Name" Which displays as, for example: "TO Name" because for this record, "TO" is the value of Customer.SalesRep, and "Name" appears to be the ...

Michael -- One question (and you'll know why) -- does the linked field I just established constitute a change to the Customer record for all my Customers?  In other words, am I going to see an extended Synch effort as a result? Uh-oh, spoke too soon. After I clicked Finished Editing Fields, I got this error: An error has occurred. An ...

Hi Terry, It is certainly possible to do this with Method, what you have to do is create a field of attachment type on the screen and in the table that you wish to store these attachments, and modify the "send to email" action to retrieve the attachment from it using the "retrieve from session" by RecordID option. One ...

 I've been through the Forums and have discovered the "gmail works" threads posted for Kevin. I've tried gmail and yes it does work. realityhouse@gmail.com works great! But all of my team use Google Apps - and our own domain @realityhouse.co.uk BUT we use the google email system - it's just that it has our domain ...

 Hi Guys I am really confused now. How much would you charge to do the custom work to get this going. What I would like is to be all once a month go to list builder generate a list of customers that have outstanding balances. Email a letter to the customers, with the details of the invoices. i.e dear customer Your balance is ...

Hi I would like to be able to generate an email template with the following dear customer name you have the following outstanding invoices. invoice number      invoice ...

 So I realized after my post that Amanda (One of our hard working business consultants) had already been looking into this. Amanda is out of the office today but did email me after seeing this post to correct me. Turns out she is working with our developers on getting this done and you could possibly see this as early as Monday.   I will ...