Method Community

I have created a copy of the invoice and am editing the screen. I added a row to the bill to/ship to section and dragged the Bill Email field to the section. When I click the edit button and get to the second section to add the action I am not able to select 'email' for the last drop down item. The only option I have is 'Make sure ...

I just want what's easiest to pull when performing actions in activities, sales orders, potential email campaigns, etc. For example, if sending an email to a customer from an activity, I'd like to choose a template based on whether the customer wants the email in English or French. Since the fields used in creating activities (and other ...

Hi Laura, As Danny said, the problem is not with WebForms settings, but with your email server settings. However, I did modify Web Forms in a way, that even if your email settings are wrong, the user will not get the ugly error message. Instead, everything will go as if no email error had occurred and user will be redirected to your thank you ...

Yeah, that's what I meant by "we're working towards....".   The platform supports it.  The CRM app, however, doesn't. The standard screens need to be updated to support this new feature.  Reason being, they need to specify the contact id, otherwise it doesn't know which email address to put in. ...

Will do Danny - thanks a bunch for your assistance. Geez, with all this GMail love from you guys, I'd think your product would be supported bt Google Chrome Cheers, Kevin

Mahlon, There is a ticket in for this feature. When it gets added to Method:New I'll update this post again. - Adam

Hi mlepitt, I will bring this up in our weekly meeting to have it changed to include subject and let you know -Michael

I was able to work through this with MisterBill.  The email addresses that they were trying to register were found elsewhere in the database.

Hello,    We did a test here and could not reproduce the bug.  Can I get a screenshot of the Generate Report that picks up the report and stores it in an Action Report?  It may be something there that is causing the error. - Greg

Hi Ron, Looks like we have this fixed up now.  Can you please try and login over the Customer Portal again and let me know if it shows up properly? Side note:  I noticed that your emailing didn't work from within the Customer Portal.  It looks like it is due to your email settings within Method.  Most likely you have your ...