Method Community

Hello, I have configured users to send email through our Office 365 SMTP email server. I added Method's IP addresses and the emails are being received. However, the emails are not being saved/recorded under the SENT folder within Office 365/Outlook. Has anyone figured out a way to get this to work, or is the BC: email the only option? This ...

Is there a function that sends an email out to my client to remind them of their scheduled ppointment? I'd like to be able to book the job on my calander and have an email go out AT LEAST the day before the scheduled appointment and possibly even an email that goes out right after we book the job in our calander. Can you also please tell me if ...

Hi Steve, You actually have a few options available to do what you are trying to achieve through Method, so the answer is, yes, this is definitely possible.  The simplest way, would be to add an action to your WorkOrder screen, so that when the work order gets 'saved' after being marked as completed, you will automatically send an ...

P.S. The Services user that I'm testing is set up in Method with its own email address as its default email. If I log in as admin and go to the Customize/Users screen, I can go into Services that this is the case. Other users use the default email (which I may need to change). However, right now I'm testing the Services user.

Hi Aaron, I am not too sure what is going on here, technically you are correct in the sense that if you choose Method to assign ref numbers, then they should be created in sequence.  The only way I can really see this happening is if someone changed the invoice number in QuickBooks, then Method saw this new number and created all future ...

thesolarguys, For your first question, it looks like you have already generated the correct value you want and put it in a pop-up message. Your next step could be to put that action result into a field, possibly a field called NumberOfWorkOrders in the Users table. This could be done with an Update Field In Table ...

Hello Forum Viewers, We had a good question sent into our support email that we felt would be good to share and discuss with other Method users.  In my own words, the user was wondering if it is currently possible to offer sometype of alert to customers through an SMS text message, and then receive back confirmation ...

Originally I started using Method as a CRM and while I synced it to QB, I didnt really try to utilize the functionality of the QB integration until now. Here is the problem that I am having. From a CRM perspective, we enter a new Lead with the contacts information and the company address. However, if we convert the lead to a customer, this data ...

A user emailed support asking why his Listbuilder was not sending out emails.  Marc, In Step 4:Send an email(optional) of the Listbuilder, you must have the checkbox labelled Send email using template? checked. Otherwise, an email will not be sent. See the screenshot below.  Additionally, in Step 5:Process your list, ...

John, For occurences of a series, job items get added to the work order in one of 3 ways: 1. You print a route list from the work order list screen. 2. You open the job on a mobile device. 3. You click the Copy job items from series button. To do what you are looking to do, you will want to mimick the logic of one of those action sets. before ...