Method Community

Also a quick note, we would need to charge you at least half an hour of consulting time for a customization of this nature. Mike will be able to provide further clarification. Denis

I have a link to our company's survey page being sent out to clients using a Type In AR for my message field in a "Send Email" action: <a href="www.parknpool.com/client_survey_1005.php">Click Here for Survey</a><br> When I tested this in Outlook it worked fine but on my Yahoo and Gmail accounts I can ...

Hi Tony, Currently you have the ability to send an e-mail from your outlook to Method by using the Method API integration tool. All you need to do is to check the User's settings and ensure that you allow the User to connect to Method API in step 5. Then you install the following: ...

Hi Mesan, Sorry to hear you are having troubles! You mentioned you are using your Username to log in - can you go ahead and give your Sign-in Email a try too? Either one should be working, but I have noticed some troubles with usernames with 2 words (typically first and last name). If this doesnt work, let me know and We'll look ...

It turns out I have another client that needs this. When he clicked Save and Email he would like the document (invoice, estimate, sales order etc) to automatically store in the file and appear in the customer documents record.  The basic plan I need to accomplish is: 1. Generage a report without previewing it and saving it as an Action ...

Hi viret56, Sorry about the delay long/rough week. I've tried to query using (TxnDate >= '2013-09-23') AND (TxnDate <= '2013-09-29') and it works fine for me. There was an an update a few days ago....can you check if the problem still occurs? If it does send me an email with your account name, and table you are trying ...

Hi David, Looking into this further, creating the report would be quite simple since you're not using the PDF version of it and instead are just making a CSV.  Then, for your Generate report action, be sure to set the Report Type as CSV.  That will create the report as a file you can load into Excel.  The action result can ...

I'd like to have a look at this issue on your account, could you email me at c.ridgway@methodintegration.com and provide me with more details on which user this is happening to, which browser and if it's just the invoices tab.  I reviewed my field service pages and there's no issue that I can see.  This sounds like an problem ...

i had to put this project on the back burner. I am wondering if you really need to send out these reports.  I think as soon as you create a invoice, it will show up in the customer portal regardless.  Is that is the case we might just send out a group of emails, let say gmail to everyone saying there is a new invoice in customal portal. ...

 The email address did not match so I made that change.  Tested once and it was fine though prior tests and actual form submissions did not produce that error.  I'll keep an eye on it.    On another topic, is there a way to delete several activities and opportunities at once?  We get solicitations via our web ...