Method Community

Hi MikeB, I believe you are referring to the "Default Value" option on Step 1of5 for the "datepicker" properties, however you are correct this is where you would manually input the value you want. I provided a screenshot below of the how I filled mine out, I tested it after, as soon as I load this screen, the date ...

Hello,    I have received word it is actually 5 attempts (4 retries) with the emails. - Greg

Hi Michele, Just to clear this up, the February release is essentially a temporary updated version of our main site, when we have bug fixes or new features we introduce it in a 'stage' release.  Once we have confirmation that there are no issues with this new version, it will then replace the October Release and the option ...

Hello,    It doesn't take very long until the 14 times are finished.  Once you have the failure email, there is no future attempt to send the notification email.  You may be able to assign the activity to someone else and then assign it back to the proper person to get the notification email to send again. - Greg

Hi Wildlifremoval, First off, I am glad you were able to get your portal transaction screen to work correctly now, that's great.  In regards to this last issue with the blank transactions from the portal, is this still happening for you? I just logged into your portal with the credentials you posted the other day, I don't seem ...

How do I set the same invoice terms for all invoices created?

I have a customized sales order screen. I have several customers set up as dealers. Those dealers use the same sales order screens as I do. So when they enter a new sales order they are in as the customer by default. However I want to capture who they are shipping to. The bill to and ship to feild havn't been a problem. However the ...

Is there anyway to link an existing contact (a lead or vendor or company, or a contact associated w/ another company) to an existing Customer's contacts?  I work with and collaborate with my own vendors and outside professionals/companies on multiple unrelated jobs for different customers. Typically I work ...

Thanks for your reply! Do you recommend I use the February version or the October version?  When will the fix apply to both versions?  I have successfully imported my contacts, that wasn't a complicated process and didn't take long to learn, but the issue was importing notes and tasks that were associated with those ...

THANKS, ON THE SECOND PART I HAD TRIED TO LINK IT ALSO BUT THOUGHT I WAS NOT DOING SOMTHING RIGHT TRIED EVEN TO LINK TO DIFFERENT ACTIVITY WITHIN ACTIVITY AND IN CUSTOMERS BUT NOTHING WORKED.