Method Community

Hi Noel, It seems to not work like that as well.

Hello jashley, Here's my answer. Here are few things that you can check. You can check the Customize -> Tabs -> Customers (Edit Tab Links) -> Estimates -> Edit Roles That Can View and make sure the staff role is checked. Coming to Ship to line make sure you have information entered in the  Ship to line filled ...

Thank you Inder.  

Thanks Noel, I will give this a try and get back with you.

Matt,  Just an update on the issue, we have already created a ticket for this issue and I will keep you posted on the same. -Inder

Hello Matt, On which screen you are having issue, can you provide more details on the screen and what are you trying to achieve. That will help me in replicating it on my end. -Inder

Hi InstaDRY, I will get back to you with a more detailed response but for now try using ListBuilder.FirstName rather than Customer.FirstName. Hope this helps - I am assuming you are encountering this problem in List Builder emails. Noel

As per your email, you mentioned that if you go to Proposal list and select the proposal for Fred Flinstones and click the print button, you get error mentioned in above post. You also mentioned that if you try the same thing in Method classic, by going to opportunity list and select the opportunity for Fre flinstone and click the print button, ...

The days of weekare not showingon the calendar

Hello InstaDRY, I have been unable to replicate any issues with adding a portal link to an email template. Here are the steps I followed; Navigate to Customize -> Portals -> Edit an existing Portal. Here you will see 'Get sign-in page web address'. Click on this link and copy the URL that is provided. You can then paste this ...