Method Community

Hello Pookiefeb, Here's my answer. You have to make sure that the template you have customized for Estimate is set as a default template. In order to check that click on More actions.. -> Customize Print Template -> Estimate -> Select your template that you have customized and save it. You can repeat the same steps for Choose ...

Hello MTN PATH, Yes , on the stock screen, once you create a case, you also get a copy of the email notification of the created case. And as you mentioned that you have a virtual email for ADMIN, so that could be the reason it is forwarding the email to you again.  -Inder

Hello Mahlon, Can I please get more info? the Account the MethodID Email the screen and also version the action he was editing (button? screen load?) was a loose focus for which control? -Inder

I only tested it with Cases and Activities.  It appears it’s only my own email that is receiving the notification twice.  We have a virtual email  for user “Admin” that forwards to several people (including myself).  If I initiate the case do I get a copy of the notification sent to my email as ...

I want to see how much my customer has spent with our company for the entire year.  Is there a way to do this?

Hello pookiefeb, You can achieve this by using the Tag feature . This will help you to label or categorized the records. Tags are more powerful than a traditional category dropdown field because you can assign multiple tags to the same record. You can also achieve this by adding a dropdown field to the screen. In the ...

Hello Mahlon, Thanks for your feedback, I will pass this feedback to our product team for future development. -Inder

Hello Mahlon, Thanks for your feedback, I will pass this feedback to our product team for future development. -Inder

Hello Mahlon, Thanks for your feedback, I will pass this feedback to our product team for future development. -Inder

Hello Mahlon, Thanks for your feedback, I will pass this feedback to our product team for future development. -Inder