Method Community

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

Jay - everything that is available, is "standard" in the Field Services app already. I'm unaware of whether anyone has taken the advice in the thread and has made something that can be copied. Paul

Teamloush, Just an update - I'll see if I can resolve this for you on my end to save you from calling in. Can you provide me with your Account detalis in an email (see my signature for my emali address)? Also, what error message are you receiving?  

 I'm in the same boat.  I do have the Method Outlook plugin displaying in my Control Panel under Add Remove programs and it says that I have version 2.1.37 installed.  I have email functionality but no calendar features.  My setup screen looks the same as soakley75.

Hello,     We've been able to re-create it and there is a ticket in with development.  We'll have to let you know when it has been resolved. - Greg

matlow99, Are you receiving an error message when you click Save & Email? If not what exactly is the sequence of events? Or is this issue with the email that is sent out when you click Save & Email? -Michael

I am curious to know if you found a solution to your problem. If not, I recently had the same problem and fixed it. I am also looking for people who have experience with accessing Method CRM through PHP in order to build a PHP interface to sell to Method CRM. If you are interested, please email me at jeff@theinfinitylabs.com.