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  • Re: Random email sending messages

    Michael I called ATT today. They said I was trying to send this at a time the server was really, really busy and because a program, Method,  is creating a email, there are extra steps that ATT takes that are taking place to make sure your not spamming.  I was at a Kinkos one day and the same error message popped up. The interesting ...
    Posted to Method:Classic General Q&A (Forum) by John M on 05-17-2011
  • Re: Email within Method will not work

    Thanks Amanda - I contacted our ISP (Nuvox), yet the mail will still not work. Entered smtp.nuvox.net for server address, my complete email address and password. Still not functioning, getting the error message:  Error^Action Sequence:32. Error with user authentication;Server says: 504 5.3.3 AUTH mechanism LOGIN not available We are ...
    Posted to Method:Classic General Q&A (Forum) by KevinB on 04-13-2010
  • Contacts.Email does not work for Leads

    We are planning to generate "Leads" for existing students that need to have a case opened for them. We do NOT want to add them as a customer, as they may not have paid for anything yet and because it could add a lot of customers to QuickBooks. We create a new lead and assign them a case. In the email template for the CaseUpdate, at the ...
    Posted to Method:Classic General Q&A (Forum) by pdx971 on 02-17-2015
  • Re: Email to case 2015

    Hi rmkc512, I should also mention that our Gmail Gadget streamlines the process of creating a case. If you use Google Apps for your email, you can install our Gmail Gadget and it will allow you to create a case from the same page you're reading the email on. It also automatically uploads the email to the EmailBody field of the ...
    Posted to Method:Classic General Q&A (Forum) by Method_Justin on 01-07-2015
  • Save and email button

    I have a custom button on my Invoice, PO, and Estimate screens that allows me to send an email to the contact selected, sending them a PDF copy of the invoice, PO, or estimate along with an email template that directs the recepient to visit the portal to view.  In regards to sending "Estimates", they can be sent from either ...
    Posted to Method:Classic General Q&A (Forum) by DavidD on 10-11-2014
  • Email Signature

     I set up my email signature in Customize Users screen.  But it does not show up in outgoing emails.  I've BCC'd myself on some and the signature does not go. I cannot locate a button in the email writing activity screen to add the signature either.  Is the signature set up only for templates or can I just write a ...
    Posted to Method:Classic General Q&A (Forum) by Jonsturm34 on 03-06-2013
  • Re: Email documentation

    Thank you, Ashur. I know of the Send Email action, I just want to fully understand how to use it. Right now I would like to be able to email a specific user, not just type in an email address. I just want to understand all the syntax of the myriad of choices when picking what each email field does and from where it pulls ...
  • Re: Email notification of order to head office

    Here's what I did: Created a button called "Submit Order". For existing "draft"or new orders, the "Wait For Sync approval" checkbox is checked. It can only be unchecked by using the"Submit Order" button. Anyway, upon clicking, the actions that occur are: Uncheck "Wait for Sync ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 10-31-2012
  • Other ways to import email data

    I'm a new user so excuse my question,.  It appears there is no way to "customize" the Outlook plug-in to import more data (such as: address, phone, etc), you are just able to import the name and email address to add a new customer..   Is there any other way in Method to import the data from an email into the customer ...
  • Re: How to Set Up Method to Have Email from Outlook with invoice attached as PDF?

    scott, I had a similar misconception about Outlook and Method. Right now I have Method set up to use its own templates and attach its generated reports, and to send within Method. I have this email BCC to myself so I can view it in Outlook later. But what I would really love is to be able to click a "send email" button in Method, and ...
    Posted to Method:Classic General Q&A (Forum) by smohyee on 06-13-2012
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