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  • Re: Customer-Name field in web to lead forms

    So - this is an email notification template   I am asking about when the customer inputs info into the web to lead form -   currently it is one column   First Name Last Name etc.     can it be formatted to First Name ___________    Last Name __________ etc..  
    Posted to Method:Classic Web Forms (Forum) by Sunny on 02-22-2012
  • sending reminders via email

    How do I flag a customer file to make sure they get an email reminding them to make an appointment in the future?
    Posted to Method:Classic General Q&A (Forum) by BVS on 06-07-2014
  • Re: Recent change to "export grid" function?

    [quote user="BungalowMatt"]Please let me know, as I need to have my fulfillment center change the coding for receiving the files if this change is permanent.[/quote] I will review the export excel function with the team and see if any changes were made.  Please email me directly and I'll follow up as soon as I hear back. ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-04-2012
  • Method Updates - September 17th, 2025

    The following updates are now live for users of Method Enhancements Sync Widget - Added widget component on Credit Memo, Item Receipt, Vendor Credit, Journal Entry base tables. (PL-55917) Multi-entity - Updated UI terminology from “Sub-entity” to “Entity/Entities” (PL-56704) Fixes Cases - Fixed an issue where ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 09-17-2025
  • Method Updates - September 16th, 2025

    The following updates are now live for users of Method Enhancements Sync Widget - Added widget component on Credit Memo, Item Receipt, Vendor Credit, Journal Entry base tables. (PL-55917) Multi-entity - Updated UI terminology from “Sub-entity” to “Entity/Entities” (PL-56704) Fixes Cases - Fixed an issue where ...
    Posted to Release Notes (Weblog) by Method_Arshi on 09-16-2025
  • Method Updates - September 12th, 2025

    The following updates are now live for users of Method Fixes Opportunity - Resolved primary assignment sales rep flow for Opportunities created from a reorder request. (PL-56420) Dropdown - Resolved dropdown search issue that selected first option when hitting enter (PL-53784) Cases - Fixed an issue where email sender on New/Edit Case ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 09-12-2025
  • Method Updates - March 5th, 2025

    The following updates are now live for users of Method New Features / Updates Date Functions - Added more functions to return specfic dates. (PL-52330) Fixes Send Transaction Email - Fixed an issue where attachments linked to the selected email template did not automatically get pulled in. (PL-52207) Work Orders - Fixed logic to respect ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 03-05-2025
  • Method Updates - March 4th, 2025

    The following updates are now live for users of Method New Features / Updates Date Functions - Added more functions to return specific dates. (PL-52330) Fixes Send Transaction Email - Fixed an issue where attachments linked to the selected email template did not automatically get pulled in. (PL-52207) Work Orders - Fixed logic to ...
    Posted to Release Notes (Weblog) by Method_Arshi on 03-04-2025
  • Method Updates - November 18th, 2024

    The following updates are now live for users of Method New Features / Updates Purchase orders - Added the ability to edit purchase order emails and recipients before sending. (PL-49019) Fixes Grids - Fixed an issue column sizing when searching/filtering. (PL-46421) Send Email - Fixed issue where customer payment info was not being ...
    Posted to Release Notes (Weblog) by Method_Harman on 11-18-2024
  • Method Updates - September 4th, 2024

    The following updates are now live for users of Method Fixes Estimates - Fixed an issue where the Deposit Item dropdown still appeared on the Estimate Preferences screen when a user lacking the necessary permissions attempted to enable the Deposits feature. (PL-48602) Send Email, Email Campaigns - Fixed an issue where the Email From Name ...
    Posted to Release Notes (Weblog) by Method_Phil on 09-04-2024
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