Search results by user ID 5793

Re: Entity & Customer

andy — Fri, 01 Nov 2013 15:14:43 GMT

That makes a few things a lot clearer.

You learn something new everyday.

Many thanks.

Re: October Version

andy — Fri, 01 Nov 2013 14:28:26 GMT

Thanks Adam.

User is enabled.

Re: October Version

andy — Fri, 01 Nov 2013 13:44:06 GMT

The account name is '******'.

The report is '****** Invoice and Work Order'.

October Version

andy — Fri, 01 Nov 2013 09:35:22 GMT

I’ve just noticed a problen using the October version of Method. I’m print previewing an invoice and the ’Invoice.TxnDate' is being rendered in the PDF as '[Invoice.TxnDate!dd/MM/'

When I switch back to the August version it displays OK.

Entity & Customer

andy — Fri, 01 Nov 2013 09:29:38 GMT

I noticed whilst editing the ’Edit Case' screen the following conditional statement on the 'Lead / Customer / Vendor / Employee Info' button...

The Entity.RecordID is retrieved using the FullName from the 'Customer / Vendor' screen value. If the Entity is a customer the edit customer screen is opened in a pop-up using the previously retrieved Entity.RecordID as the active Record ID.

So my question is are the Entity.RecordID and Customer.RecordID linked?

Re: Problem With Email Template

andy — Mon, 07 Oct 2013 16:09:32 GMT

Fantastic, thanks for your help.

Re: Email Template

andy — Mon, 07 Oct 2013 15:32:18 GMT

Thanks for the update.

Re: Problem With Email Template

andy — Mon, 07 Oct 2013 08:49:31 GMT

The Estimate.CustomerFullName is a linked field to the Customer table. This was created at some point in the past, I'm not sure who by. And after exporting the table I can now see that that it replicates the Estimate.Customer field.

Could this be the reason why the field doesn't display? Just for future reference.

Re: Email Template

andy — Fri, 04 Oct 2013 08:09:01 GMT

Jason,

thanks. How would I then pull multiple lines into one template?

Problem With Email Template

andy — Thu, 03 Oct 2013 14:31:48 GMT

I am trying to display the field Estimate.CustomerFullName on a template.

However, the template is displaying it as follows... "Andrew CliffFullName" which is what displays if I use Estimate.Customer

The template isn't recognising FullName. I've checked the HTML on the template for spaces and extra characters.