Method Community

I use a different piece of software at the moment so my customers can view workorders or even add new ones. I know I can do this via Method for admins and employees. But can I have this option for my custiomer to view and add work orders via the contact portal? Also when ever I send out a email to a customer to log into the portal it always say ...

Danny, I should have been more clear. My client is looking to send an email with multiple attachments from the Document Library, which would make having the document field on the same screen impossible. I was referring to whatever needs to be done on the back end to allow a document library document to be sent as an email attachment without ...

Greetings, I copied a button's actions from my desktop to qbo using november version. I realy dont know where to go at this point becasue i did create this button but from my works, the datefuncation is not puttting the correct date format and retrivetablefuncation will not put a shipto addresss into action result even though i am using ...

Hey guys, I am in the service industry and we require signed agreements from our clients. Cirrently, we send the estimatesthrough method as a PDF attachment and the customer has to print it and sign it and fax or email it back to us. It's very rare that we sign contracts on site.  My question is,do you know of a third party software ...

If you reread my initial post you'll see that the employee's name does NOT show up in the list when I try to link the employee to the Method User.  That IS the problem. And yes, the name shows up in QB under the Employee list. I'll email the name to you if you provide your email address (which is just one of the many reasons ...

Hi Sherrie, There's a few different ways to do this. Some involve more customization and others can utilize what is already there. Here are just a few options: If you want the work orders to be printed on one page, you will either have to create a new report template or modify one of the existing ones. It would probably make most sense to ...

[quote user="Navitha"]Can any one let me know where the problem is?[/quote] This problem is usually directly realted to your SMTP provider, not from Method.  We have an email reminder service which will try to send a failed email 14 more times, about a minute apart.  If you're getting multiple emails (probably 15 in total) ...

Valbon,   I am overriding under Customize >> Users, which is working well.. but I haven't yet successfully set up the general email info under Customize >> My Account. It may be the Users section is working because it's only asking for an SMTP server?  Tell me if this looks right for the general My Account email ...

Hi smohyee, When you say you entered your email server info, where are you referring to? Is this the same email that is being used to authenticate the account under Customize >>> My Account? Just to be sure can you confirm that you're not over-riding this for your username under Customize >>> Users >>> Step 2 of 10?

Hi emiller, These e-mail templates are designed to be emailed out to clients through activities within Method. One example can be seen in the New Activity screen under the New Activity tab link.  The Send an Email checkbox opens up the Send an Email section for that activity which you can e-mail to the customer/lead. At this time, we ...