Method Community

 Hello, I'm researching some information for a client. My client is looking to get email alerts sent to him if one of his users does not complete an activity before the due date. He wants to be alerted of anything that is past due. I've poking around the e-mail prefreences in the Admin and user profiles but can't seem to ...

I am having an issue with the Email Templates when I try to use the "Insert A Link" button. This issue has been for the last couple of weeks - I have used it before with no issues.   Currently, when I create a new Template and try to use the "insert a link" button, a little bix pops up and a spinning wheel appears - it ...

Hi,  I am generating the email from methods. I need to retrieve the data from the database and display in the tabular format. But when I am merging the data using the Character function, i am able to retrieve only one row data, I am not seeing the multiple rows. Is there any other way to display the data in the E-mail in the tabular ...

When a customer logs into our portal, using their created UN and PW, and they see the screen where they can pay for an outstanding invoice, at the bottom of the screen there is a place that gives them our company contact information. However, the email address that they see is incorrect. How do I change this?   NOTE: I am talking about the ...

I have created an email that pulls in a date (MemberExpires) from ListBuilder, but I noticed that it shows as Month-Day-Year (e.g., Dec-12-2011) followed by "12:00 PM." Is it possible to either remove the time-stamp or truncate the field so that only the date shows? When I input the date in my Customer table, no time stamp is ...

What causes the Account Reminder: Overdue Balance email?  I saw one go out last night that also didn't fill in properly for field merges.  I am suspicious it was somehow initiated by someone doing something in the portal: This is what they Received: Dear Customer.FirstName, This is a reminder that your balance is long ...

 I have a grid with one field.  This it basically a "line item" Grid which allows me to accomodate multiple entries. I have a column with a Delete link.  It deleted fine. The problem is when I try to add a record, I get an error.  Once the error hits I cannot save the record or move to another record. An error has ...

I've made a couple web forms so far and they work great, however I don't know how to change the "from" email address. All the templates are set to send out emails with the "from" field set to "donotreply@methodintegration.com". It looks like the form is set up to be able to change the address, however it is ...

 Hey Everyone, I had some questions emailed to me that I wanted to post on the forum for everyone. 1. Where can I find a weekly timesheet or schedule template?  Take a look in the Employee section and you will find time tracking, if this isn't what you want then it may be a custom screen you’re looking for. You can design a ...

Hi Justin, 1. Sent to email will be sufficient.  2. Yes, I can create the invoice via Method and sync automatically to QB. I have question on the field though, What does it mean by pending invoice? is it not sync to QB? Who is going to approve if "Wait for Sync Approval" checkbox is checked? What does it mean by ...