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Hello Robert,     To attach documents to emails, it would have to be uploaded to your Method account.  This allows Method a physical file to attach to the email.  You can load documents into emails, but they will always go into the document library.  You can have the interface in the background deal with the document ...

Hi wmcfall, To assist you with question 3, I recommend that you look at the `Send Email` action which is very similar to the `Email Work Orders` button within the `FieldService_WorkOrderList` screen. If you need further assistance with how to make the action work for you, we have a consulting service that is available, and we can configure that ...

LAppeal- Did you put a message in your Show Message action? If you didn't, nothing will show. Since it looks like it never reached the Send Email action, it means that maybe the filters in your loop is to strict or never being met. The Send Email is a pretty basic action, and based on what you are saying this issue lies outside this action ...

Hi Michahk Thanks for posting! I believe your suspicion is correct regarding too many emails through Gmail at once. Were you trying to send these messages as part of a campaign? - I would suggest breaking the campaign down into smaller chunks and sending again. Are you able to send emails from anywhere else in Method? If not, let ...

Hi Alex, From Method Classic, the Invite emails will show up in the invited users inbox as having come from 'Support@method.me'. Our internal servers here at method utilize Google for Business, a service which is blocked in China, which may be the issue here. If you could let me know the name of the user, I would be happy to forward to ...

Hi Sergio, May I ask why you don't want to set them up as a user? If paying for an extra license is your concern, just make sure that the User can sign-in (paid license) checkbox is unchecked when creating the user. This will ensure that the cost of your subscription does not increase. Let me know if that works for you. - Justin

Hi Melissa, The way this works is that if the Send an Email? checkbox is selected, any of the Save buttons will send the email indicated in the Send an Email section on the right. Unfortunately there isn't currently a way to automate sending out the email, but what you can do is check the Send an Email? box, ...

Hello pookiefeb,    It is a good idea for Method:New and is available for Method:Classic. I would suspect this came up when they were looking for HTML Editors to use with Method:New.   The issue is the HTML Editor is done by a third-party software developer.  Most companies do use another company's HTML Editor because ...

Hello DaviD, Here's my answer. As you mentioned that you are using Quotes tablink for both Customers and Lead Tab, can you please confirm that if you are using two diiferent screens for both the Quotes tablink. If you are using two different screens, I would suggest to check the actions for Generate Report on both screen, there ...

Hi JWS, The address fields on the transactions are address field specific to the transaction.  Our phone fields are not normally found on the SalesOrder table. Did you add them as linked fields? My suggestion would be to add new phone fields to the SalesOrder (not linked) then use a Retrieve Value From Table action to input the phone fields ...