Method Community

What causes the Account Reminder: Overdue Balance email?  I saw one go out last night that also didn't fill in properly for field merges.  I am suspicious it was somehow initiated by someone doing something in the portal: This is what they Received: Dear Customer.FirstName, This is a reminder that your balance is long ...

mlepitt- I am still unable to duplicate this issue. Email me directly and we can set up a time where we can do a remote desktop and you can show me the issue yourself. -Michael

It is now happening to me this morning.  Was fine yesterday, now I can't add a contact associated to a company.  Since it is during business hours I am unable to give you access to those users and myself as I need the system.  Can you try again w/ the support log in this AM?

mlepitt- Could you give that user a temp password and email me that password and their username so I can try logged in as them? Using the MethodSupport user I have not been able to duplicate this issue. -Michael

MVI- We can point you in the general direction through the forums or we can get this done through paid consulting with us. For the most part to do this you would have to add a loop to the email actions found in the Save button. -Michael

This issue continues to plague us from the New Contact... link in Customers.  I have a employee right now where over and over if he clicks New Contact... off a customer record, it does not link it to the customer.  The header Add/New Contact for X is not filling in X.  I can do the same thing and it works for me.  He logged out ...

Great thank you for your help! I have another question if you don't mind. We would like to be able to send out multiple invoices via email by selecting them (similarly to how the print invoices work). Could you help me set this up? Thanks, MVI

mvi- This should now be resolved. It had to do with the default template but you should be good to go now. -Michael

Method support is enabled. thank you!

mvi- Can you enable MethodSupport and I will login and take a look. -Michael