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Shared results don't seem to like an "underscore" in the result name.
Was trying to use a shared result called sresultActivityFromDate_fld. I got an error message.
Changed the name to sresultActivityFromDatefld. That worked
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I have a situation where I'm using the action Assigned Value to Shared Result. I was sharing three values.
A little later I opened the action to add the fourth value. It changed the value on the line just above it See screen shots
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On the home screen -> Welcome - Recently posted QB Transactions I am getting: "Error Generating Grid. The Grid was unable to build one or more filters, please edit the screen and verify each grid filter. If you cannot modify this screen, contact your administrator. ..." On other grids like Customer List I am getting ...
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Hello Matt,
This issue is now fixed after the release of new updates for Method:New.
-Inder
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Hello Mahlon,
This issue is now fixed after the release of new updates for Method:New.
-Inder
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Hello Matt,
This issue is now fixed with our new updates for Method:New.
-Inder
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Activities Emails outgoing & incoming
Find the record but don't see how to get to the Email itself or even tesxt content???
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Hi Grif,
It appears that you may have set a different email template to be used when sending an estimate notification. Unfortunately, at this time I don’t see an option to change this in Method:New, so you will need to login to your account in classic in order to fix this. Once you are logged in, navigate to a transaction screen (e.g. ...
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I follwed directions & email again and I got this below snapshot which is the same as before.
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Hi mholden
Unfortunately there is no undo function in Method. One work around that you can use, and is a good thing to get into the habit of, is copy your screens before you make any major changes. This will help you out if you make a mistake, you will be able to switch back to the older screen in seconds.
Jeff
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