Method Community

[quote user="scott"]I would like to have the action, "Save and E-mail", provide an option to use outlook e-mail with a PDF attached, instead of using the customer portal.[/quote] You can send an email from within Outlook and use any number of attachement but these attachements are not stored within Method.  We only store ...

I just used your <img> tag in my own email template and it worked as well. Not sure why it's not working for you, are you able to see images from any stock email templates? Try using the November version of Method; Go to the Method sign-in page and click the Switch to the November version link on the bottom of the ...

 I am having an issue with the same thing described, but I don't understand the solution.  It seems that since I have to specify a user, password and server it won't use the user email information instead.  So, if I have to plug in the stuff manually to the Send Email Action, there is no option to check-mark SSL, which I ...

Hi Kevin, We’ve looked further into this by testing it with one of our personal gmail accounts and you’re right. When using a gmail address to authenticate and send emails, the recipient will see the email coming from the gmail address. Gmail does not allow users to mask their email with the user specified email. Something ...

melpitt- [quote user="mlepitt"] It seems that since I have to specify a user, password and server it won't use the user email information instead.[/quote] Are you trying to set different default email settings for each of your users? If so when you edit a user(Customize > Users) in Step 2 of 10 you can uncheck Use default email ...

I am the admin.  I have customized the email templats to my liking (for the most part haha)  Now how do I as a user further customize any specific email template so that it sends from my personal address, without changing the master template? Or I thought of another option that may suffice my needs if its possible.........can I add a ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Opportunity New - now when you assign an opportunity, activity or follow-up activity to a user other than the logged in user, an email is sent to that user notifying them.  3 new checkboxes ...

Hi Michael, Sounds like you understand correctly. At a high level, your entire action set to prepare and send the email would do something like this: Initialize the action result which will hold the body, with this action result add any static text (before the table) to the body of your email, and initialize the table's ...

John- This is an error from the SMTP server you are trying to use. Most of the time this particular error comes up if the provider you are trying to use does not support SMTP or has blocked access to it ( Free email accounts like yahoo sometimes have this blocked until you upgrade to their premium email service). -Michael

Hi There, Sorry for the delayed response here, look like I missed your reply. You can specify which templates are used for which type of task (ie Invoices, Estimates, activities etc...) by selecting the Preferences  snapshot of the App you are trying to set the DEfault template for. For example, you want to set a particular email ...