Method Community

The filter does not work when selecting 'My Active Customers...' although the customers are assigned to specific sales reps. The filter only works when a 'Shared Customer' option is selected. How should I go about correcting the problem?   Nia

Oh gosh! I was able to send it now. I was trying to make it more complicated than it was.  Have a good day Michael!

Hi Michael, Yes, inside of the Show Message action I put "Credit Memo Saved. 1 Email Sent!", but the message never showed. Perhaps the issue is that I literally copied the actions from the Invoice's Save & Email button. Maybe I should have just started from stratch. Can you point me in the direction where I can find out how to ...

Hi Michael, I put a Show Message action inside the loop and it did not show, so I know I have a problem somewhere. Also, I tried to watch the webinar:  Advanced Actions: Looping and Conditional Statements  Actions including: loop through table, send email, conditional statements Although it states that it goes over how to ...

Hi, I customized our Credit Memo with the option to 'Save & Email' and it is not sending an email. My first error was that Method was not finding the email template to send. Then, after fixing that, I click the button, but it still does not send. Any idea where the problem is located? My Actions: Save All ...

 Perfect, Thanks!

http://www.flickr.com/photos/73123063@N06/6595938919/ --- The Invoice Screen  http://www.flickr.com/photos/73123063@N06/6595939093/ --- The Invoice Print Preview

  I am having two issues between the invoice screen and what the print out looks like. 1) How do I get rid of the time stamp from the selected date 2) How do I set up the proper decimal places in the the Payments/Credit   Thanks!