Method Community

I want to use Method to send out a newsletter to my client list, but I don't see where/how to attach a file of any type.

John, Was able to recreate this.  Even after selecting the Invoice Notification template.  I'll let our team know and update this thread when its fixed. - Adam

pdirect- We are aware of this and have already created an internal ticket to address this. 

 Hey Val, That would be fine, and as discussed in the email I sent you this morning with the screenshot, we'd be happy to pay to get this action added if you have time. Although we know the customer/contact, there will be many customers/contacts using the portal. Does that change things? Thanks!

Ok...wasn't the answer I was hoping for but kind of what I was expecting. Thanks for the advise and the possible options. --Michael

Hello Beta Crew, We have an exciting week of releases coming up for both Method:New and Classic. One Sign-in for all your accounts…. and versions! Today’s release introduces a new Sign-in page for Method:New. This will be the same page that allows you to sign into Method:Classic once the Classic portion goes live. This will allow ...

The Save and Email button on the standard Pro Services Invoice screen does not work.  The email notification shows at the top of the screen and indicates 0 emails sent.  I go straight to Customer Center-Invoice, select the invoice and Save and Email and it emails fine.

Hi Blake, We just spoke over the phone. We rolled back the update that we deployed yesterday so this is no longer an issue. You’re safe to re-enable your users and our development team is investigating what caused this. Can you explain what your loop is meant to accomplish so that we have further context to investigate? You mentioned that ...

Michael, According to AT&T it all depends on the person getting the email and their spam filter settings. So if this is a new customer, i would have to send two emails to them. One would be the estimate the  outher to tell them to check their spam filter. John

Hi mjmitch, Have you tried removing the tab link and re-adding it to the customer portal? If this persists you can try re-importing screens from the App Library. If you are still having issue can you please enable MethodSupport and email me your account name to m.melo@methodintegration.com -Michael