Method Community

In a way yes. The templates will auto-fill those fields, so there is less chance of something being typed incorrectly if you do this yourself.  The only way I've been able to even come close to reproducing this is to put in an email without the correct format for the 'Email From' field (like missing the @ ...

Adam, I just tried again and noticed that if I choose the "blank" template from the email template list, it will send - but if I do not choose a template and just type in a message, it still will not send.  I did the two emails right behind each other so nothing changed in-between.  Could it have something to do with the ...

Hi Kenneth, I left you a voicemail and email regarding the issue you mention above.  This would likely be a support issue, and it would help to get some more information from you regarding the errors you are receiving. -Ben

I've tested this on two different account and mine sent without choosing a template.  While the templates are nice, they are not required.  I've also tried multiple scenarios to try and replicate your issue and can't seem to do it.  Could you try this again, specifically without choosing a template?   Did you do ...

Hi Romina, The issue here is that I am not sure we have access to the multi-currency option available in your Quickbooks version.  Method only has access to sync with Quickbooks fields that the Quickbooks SDK will allow 3rd parties to have access with.  Could you send me an email to the address in my signature with your CompanyAccount ...

Hi Adam, Thank you for your quick reply!  We did all of the things you suggested, checked the "send email" checkbox, and selected to process all rows, not just checked ones. However, I just sent another test email and this time I selected an email template, which I had not done the previous times. For the first couple of test ...

Hi nicolalogworks, There are two things I can think of.  One is that you may have not checked the "Send email?" checkbox on Step 4.  If so, then the emails won't be sent.  The other is that on Step 5 when you process the list, you selected to only process checked rows, and your three contacts from Step 2 were ...

Hi Ben, Thanks a lot for your quick answer. Should I delete first those Vendors with wrong currencies in Quickbooks? Another question: what about new Vendors? How can I select the currency for them when I add them the first time? Thanks a lot, Romina Update: I have exported some Vendor's Records as you indicated. Under the column ...

Hi Romina, I am going to have to look a little deeper as to why certain Estimates and Invoices aren't syncing over, with Currency being the possible issue.  However, I can explain briefly how you can change over the Vendors in Method that you want to be listed as USD Currency.  You can Export the Vendor table, making sure ...

We have tested our default email preferences and received the test email immediately after the test, so our email setup seems to be fine, but when we try to send an email to several recipients through the Listbuilder function, it does not seem to be working.  We did not get any error messages, and it was only a test email to 3 internal ...