Method Community

Good morning Marcelo, Could you elaborate on which type of template you're referring to? Email or Print? - Justin

Greg, Thank you for your patience and explanations.  In my experience, Method (or at least Quickbooks) does not accept 2 customers with the same email address.  When someone inputs a contact through our web form and uses their email address, will Method still accept this contact with the identical email as the contact that's already ...

Justin New evetns just happend.   Laptop computer>Chrome VS 39.0.2171.95 m>Method>Custom Screen Invoice> Print Preview Button> Save to desktop>Icon shows up>double click on icon=PDF shows up Laptop computer>Chrome VS 39.0.2171.95 m>Method>Stock Screen Invoice> Print Preview Button> Save to ...

Am I just not seeing it or loading it, or isn't there one?  Sorry for the newb Beta question.

I'm not a super programmer person so I might be missing something with BETA (which is awesome BTW).  How can I send an e-mail from within Method Beta?  I thought I set up the e-mail preferences and like to send e-mails directly from the Activity page for a current activity.  Is the functionality there yet, or did I miss ...

The linked field I created is called "ML_CrewLeader2" , when I use this field in my templates nothing shows, why?

The linked field works perfect Thanks !!!

Marcelo, This is how I set my Customer table up to work with this: Add a New Field: Field name: Team Field Type: Dropdown Click Add Field Select Choose from an existing Table and click Next Select the table: TeamMembers Choose a text field containing the choices: TeamName Click Finish Add a New Field: Field ...

Finally I made it work, I was putting the action result into a text box and not a field from the customer table. So my only question is what happens when I change a team leader in one of my teams?

I gave up, not working properly When I select the crew and save, it is fine but it saves the same crew leader for all customers