Method Community

[quote user="kierank"]  Thanks for coming back to me Ryan. However I am trying to use it on the list builer screen. The button that I use to send email on this screen is the process all button. Is this the button I need to add the action, character function or is it on the email template button ?     [/quote] I ...

Erol's video indicates that you can go to the sent emails inside Gmail and save the activity to the person you sent it to.  The video indicates that the google gadget defaults to the contact you sent it to.  This is not my experience I have to search for the person I sent it to then save the activity.  Am I doing somehting ...

Hi BuegeCJ, I believe this is possible, however the customization required to do so would be fairly complex and isn't something I'd be able to detail over the forums. A member of our Professional Services team would be able to scope out this project for you, and perform the customization if you decide to move forward with it. Let me know ...

Maybe it’s because I am a newbie, but I can’t make this work.  Could you break it down into steps for me, something like this: * Step One: Go to Customization>Tables/Fields>Activity>Edit Fields>Make new field (I got that far!) * Step Two: Etc. Your instructions below assume a lot of previous ...

Hello,     You can send out emails like this using customization.  There is an Action that you can put on a button called 'Send Email' that will send emails out.  This will give you simple options for an email.          You can create an email template (Home -> Email Templates) ...

Adam, Thank you so much for the help. I am editing a copy of the "ContactsPortalQBO_NewCase" screen which I have named "ContactsPortalQBO_(Accept/DeclineEstimate)." I do currently have an "Update Field In Table" action associated with the "Submit" Button.  However, I'm pretty sure I do not have ...

Are there any Webinars on how to setup the merge fields. I would like to create my own templates that pull info from work orders and different places, I just don't understand this process. I read the link you posted earlier on merge fields but that didn't explain how to create them. From what I read it sounded like all I would have to do ...

Getting the following error messages via email when a lead submits using the Web-To-Lead form. Looks like everyone has the right permissions so not sure what's going on here: Your client had encountered an error with web form Web-To-Lead. This may be due to incorrect setup of the web form. The error encountered was: Failure. The User account ...

Hi Scott, I am not sure you have resolved this issue yet, however unless I am missunderstanding you, I believe you are overlooking something.  The Steps 1 through 5 of the ListBuilder are tabbed steps, meaning by clicking each of the tabs you can go directly form 1 step to another.  If you were to Click the Tab for Step ...

Hi Andy, I can check to see if a field that is part of another longer field name causes issues. For example, is Estimate.Customer rendering before Estimate.CustomerFullName can render. I can see situations where this may come.  I'll post back here on what I can find. For you purposes, since its a replicated field, I'd just use the ...