Method Community

Allison, The second post says you can't populate the customer email address and phone number.  Is it the Sales rep or Customer email and phone you want to populate?  If its the sales rep, they were added as linked fields, correct?  Is the email field a custom Method field? - Adam

Hi Alison, The estimate screen will automatically load the Customer record the way for instance the Edit Customer screen will.  You need to add actions to retrieve the values from the Customer.  If you edit and look at the customer:job dropdown, on step 2 you'll see a number of "Retrieve value from Table" actions. ...

Hi Bryan, The short answer is yes, its capable.  Both of our hosting partners, Insyq and Right Networks, have managed to get the Method sync engine to work with their hosting solutions.  I believe there are others that have been able to get it to work as well.  With that said there are some considerations to take into account. ...

Hi Scott, Does this customer show in your Resolve Conflicts?  To check, click the gear icon in the bottom right of the grid for the Customer list.  You'll see checkboxes for the grid fields.  Check the Entity RecordID at the very right (see screen shot) and click Update.  Then go to your QuickBooks > Resolve Conflicts ...

Hi Rodsstuff, That error message indicates that an action for that object could not be performed.  Could you edit the object that created that error go to your actions list?  Once there, find action 415.  My guess it that its a character function action for your merge fields.  From the error message it seems that you ...

Rodsstuff, The Company merge field is used on serveral screens, it just isn't included on the Activity screen.  As a test, could you create a case, and make sure to check off the "Email Case notification to user when saving?".  Save this case and see if you recieve and Case notification email. ...

Rodsstuff, Just to check that I'm understanding you correctly, you are in the Edit Lead screen, Activities section and clicking New Activity?   If so, that will bring you to a pop up of the New Activity screen.  The actions on the save button for that screen do not have the character function "Replace <<merge>> ...

rodsstuff, From which screen is the email sent from?  Is it the custom screem you created?  Or is it a stock screen like the Invoice screen, estimate screen, Activity, Case or Opportunity or all of them?  Also is this a custom email template the you created or one of our stock notification templates? Sorry for all of the ...

Hi rodsstuff, Is this a stock template or a customized one?  Also, from which screens does this happen? - Adam

Hi Alex, Unfortunately I haven't found anything yet.  I'll keep digging.   Instead of two screens, you could also employ filter by views.  You could hide the fields on first load and then for one view force the fields to show.  That setting can be found under Advanced in the grid: You could then use Roles to ...