Method Community

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 ...

Hi there, It appears that case numbering defaults to 1,2,3,... is there any way to set cases to begin with a different number? Thanks! Sarah

Hi Mortaza, That was it. Thanks, that saves me lots of time. However, this issue also raises some questions: 1. It seems that order of RecordID and TxtLineID are not always the same. In my case, RecordID is in the order I inserted those BillLineItem, however, TxtLineID is not, it is quite random. Is it the correct behavior? 2. If this ...