Method Community

When our internal emails come into our Gmail, they all have the same subject so they get lumped together in gmail making it hard to reply and then track that reply within gmail.  Is there any way to change the subject line to inlude the Customer's name so each email is individual?

Thank you so much for all the work on this! Everything is displaying fine now and the link is usable in Outllook/Yahoo/Gmail. -Neil

No. I don't have a fix or work around for it. Just need the SendEmail action to work properly re: attaching a PDF file.

I want to allow users to attach any document on their computer to emails generated by Method, not just documents in the DocumentLibrary. 

 Hi Matt, Are the html tags encoded? That would cause them to show up as html code rather than as a formatted body Dave

Michael - I am going to look into this and get back to you. Thanks.

this worked. thank you. one more thing i'd like to do on this editopportunity screen: part of our sales process is when an opportunity is closedwon we create a subcustomer that has the same name as the opportunity.  the sub customer is used only for billing purposes.  therefore, there are only 4 fields where we input ...

I am looking for a way to send an existing document from Method.  I was experimenting by creating a new command to the More Actions button in the edit document screen.  We attach costing reports to invoices and I would like the ability to send that report via email to another method user....it is always the same person.  I have ...

We are using a web form to create new Case records. The configuration of the web form specifies that e-mail notification should go to a certain address (we'll say "support@ourcompany.com"). The form is submitted, the client's browser redirects to the specified thank-you URL, and a new Case record is created in the database. But ...

[quote user="AutumnW"]I assume this is a setting that needs to be enabled.[/quote] This should work for you, on my stock QBO screen I had no trouble sending or receiving an email from Method on a QBO created invoice.  Check the email address and the email settings in your Method account. [quote user="AutumnW"]Will ...