Method Community

Hi-Just wondering if you could go through (simply please!) how to add an attachment to an outgoing email...I know you have to customize this and I think that the pop up refers to the fact that the administrator has to do this but I would like the details to supply to him. Thanks! Kori

The path I used was SalesOrderLine.Other2. instead of SalesOrderLine.SalesOrder.Other2.  What is the difference between them ?

Glad you solved your previous issue! The stock Sales Order report doesn't have the field Other2 included. Did you try and customize the report by adding it? Which field did you drag onto the report? In the Field List section of the Report Designer, the path of the field should be SalesOrderLine.SalesOrder.Other2. You must first open the ...

Hey Christian, I spoke too soon without testing. Your user should receive the email as well as long as the Email notification when saving? option is enabled on the bottom of the Invoice screen before clicking Save & Email. Still, you just learned a helpful bit of info which will come in handy when customizing  - Ashur

Hi christian, Yes you can do this by customizing the QuickBooks_Invoice screen, then editing the Send Email action within the Save & Email button. You'll want the look at the Email BCC field and have it use the value of the current users email address. *Hint: Value From Session. - Ashur

Hi Innovative, This depends on your organizations needs as there are different payment gateways which have their own unique benefits. Method currently supports four payment gateways, check out our Payment Gateways help center article. If you decide to use one of those providers then read our Add a Payment Gateway article, which will help you ...

Hi Innovative, I haven't seen any issues like this in the past and no this would not be the cause of the problem. When the records are no longer in Method, do you have conflicts that need to be resolved? At what point do the customers start "disappearing" in Method, is there any commonality? - Ashur

We add our additional emails with a new contact but this is a personal preference. Do what you believe would be best for your work flow. If adding a new email field in the Contacts table, remember to take into consideration other screens in Method that rely on emails, i.e. List Builder, Cases, Activities, etc. If you need to send emails to both of ...

When we create an invoice in Method, is there a way for our sales agent processing the order to receive a BCC email that the system will email to the customer?

which is cheapest and best to be able to collect eft thru method?