Method Community

Greetings, I cant send invoices and estimates when you press the save/email button on stock and custom screens.  Works with the octover  I am getting email send failure alert email sent to me.  Using gmail.  John 

Last year, I was super excited when we released version 1.0 of our Outlook plug-in tool.   Now, less than a year later, I am thrilled to announce version 2.0 is officially open for public beta.   Caution – please sit down if you’re not already, as you may experience higher than normal levels of excitement when reading ...

I changed the src to "http://mysite.com/images/myimagefile.gif" as suggested and it displayed in the email template just fine. I sent a test email and the images did not display in the sent email. Any suggestions? Patrick

Julie, Sorry, I included the wrong link in my previous response, this is the page you should read. Please email me your Method Company Account name (not user name) as well as contact information. Once your email is received I can create a Case for our Consulting team to reach out to you and schedule a meeting. I'll also send you our ...

Josh, Sales Reps are linked to Users and that is how you get the email address. In Users, you can link that user to a Rep via initals. User does not need to be an active user.

Hello, how can i get to the screen you displayed?  I have been in the home tab >then email templates.  However i don't have that screen you showed, where is that located. Thank You

mlepitt- If the AuditTrail export times out another option is to export the UserSignInLog table, it may have some of what you need as far as who logged in at the time of the email being sent. -Michael

Hi NeilRick, Just to ensure I'm clearly understanding what you're looking for, you want to have a Dropdown field called "Email Type" and this field will be available on both the Shipment and Email Sent screens? Currently you send out the shipment notification and that email is then stored on the Emails Sent screen, ...

Scott, Unfortunately in order for these tags to show up correctly in Listbuilder for Leads, you would need to manually add them from the EditContact screen for each Customer Lead.  If I can get any further information on this, I will reply directly to this thread. -Ben

Hey Mahlon, Thanks for bringing this to our attention. I have created a ticket for our development team and will update our thread as soon as I hear back. -- Mortaza