Method Community

Hi Navitha, I have some questions for you: How are you generating the e-mail in Method? Are you trying to display data from a table in Method in the body of the e-mail? Ronen

 Amanda, Same problem on my laptop, including the error messages about the certificate.  No MethodCRM tool bar.  PC is XP and laptop is Vista.  Both have Outlook 2003. Michele  

To Anyone following this thread, I informed Romina by email that at this time Method Online Accounts do not have the ability to sync multi-currency with Quickbooks Online Accounts that have this feature available.  We do hope to add this in the future, but it just currently it is not possible.   -Ben

Excellent!  I haven't touched email functionality (I'm working my way there as I customize), so I won't be able to confirm it for you today, but what you're describing is exactly what I wanted.  But I'll try to remember to post back when I get there. 

 Hi Akoumjian, I will pass this on to the developers to conduct further testing, and will get back to you with an answer regardless this anomaly shortly. Could you kindly email me (d.kugappi@methodintegration.com) your name and contact details, so that I can reach out to you directly. Regards, Denis

@James - I saw this comment you wrote to Paul yesterday: [quote user="jnoneiliv1"]I don't see the fix to SalesOrder_CreateInvoice though?  My account shows the Full Blown Method version of this screen as April 13, 2011.  Maybe there's an update to this screen that I don't have?[/quote] I think I know why you ...

April 28th, 2015 Sales Receipts App *New* Added App Preference snapshot to allow users to set default email templates (Ticket AS-587) Addressed issue where App Ribbon text did not update when customer drop down changed (Ticket AS-545) Addressed issue where Sales Tax Group Items are not displaying in Sales Tax Drop Down (AS-588) Addressed ...

Ok, done.  Also, as a side note, the notification emails for updates to this forum have a REALLY LARGE FONT at the beginning of each email . . . so big I can't even read it.  If I scroll all the way down, I see the post in normal font. 

Hi Matt, I don't see a way to change the "Secure your Method account" email at the moment. I'll raise your concerns with the team here and respond back when I have some answers. - Adam

Hey Aaron, You definitely can, in the Send Email action you can click the plus sign beside the Attachment Location field to add more attachments. It's hard to see here is a screenshot: - Mortaza