Method Community

Hello, I am able to generate a report silently and email it as an attachment without an issues. Is there a way to attach a document that is stored in the DocumentLibrary table to an email. I have tried adding a few different fields to the attachment location option in the send email action, but none of them have pulled in the document. Any ...

Hi, Is there a way/setting that can sort a dropdown?  Alex

I am new to Method, and I am encountering an error when trying to customize the NewActivity screen.  Under the Customize Tab, in the Screens Tab Link, I have copied the default CRM_NewActivity screen.  I then added a section titled Processing Flow (Fig 1 & 2).  With changing nothing else, I published the screen, ...

Hey, Specific to Cases the Case# is populated by the RecordID. The RecordID will always go sequential, (1, 2, 3,) we cannot adjust that. Alternativally we can add a field to the Cases Table (e.g. RefNumber) in which we can control the # order. You can look at how it works on the stock Activities Tab within the NewActivity screen. Take a look at ...

Thanks! Yes please let me know what you find out!

I will explore a few of your suggestions and report back. Thanks.

Hey Aaron, I would have to test it on my end but: > If User wants to append a message to the EmailBody open a Popup > In Popup have a TextInput for the message > In the Popup the Send Email button have a Character Function that Joins your EmailBody + Value From Screen (TextInput) assign to Action Result > In your SendEmail Action ...

Hey, Doing some research on the QuickBooks SDK communities 'IsFullyReceived' field is read-only. I will see if there is an alternative route to take and follow up with what I find. - Mortaza

Hello, Is there a way to preview tan estimate email prior to actually sneding it (ideally with merged fields already merged)? For example, suppose I wanted to add a quick personal comment at the end of the estimate email template text to add an extra customer service touch. We prefer to send our estimates/quotes as attachments ...

I figured it out I already had the field in the table so here is what I did In the report designer I added the field twice to the top of my report Add a summary to each field (1 Min and 1 Max) for the report See screen shots below I added labels to identify what the dates were Now when the report is generated it has the ...