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  • Re: Email Alerts

    In my opinion, yes,  customization is required.  Maybe the Method guys will chime in to verify.
    Posted to Method:Classic General Q&A (Forum) by LaCrews on 06-15-2012
  • Re: Email Address Problem

    pdirect- Can you try this again and let me know if this is still an issue? -Michael
  • Re: help customizing invoice

    Shaun, Did you try my suggestion of regenerating the tables?  To do this, under Customize > Tables/Fields click 'Edit Fields' for the InvoiceLineItems table and then click the button for Finish Editing Fields.  If this doesn't work could you email me your account name and enable the MethodSupport user? - Adam
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 03-25-2013
  • Re: Customer portal and responding to cases

    Hi Michael, I sent you a case using  your email.  I have tried this using firefox and IE. I sent this from the new CRM using new cases.   The last time i did this, the customer was asked for a username and password.  John
    Posted to Method:Classic General Q&A (Forum) by John M on 08-01-2011
  • BUG February Version: Send Email Action - Attaching Doc Not Working

    I have an action that attaches a Document to a Send Email action. In the February version of Method the document is not being attached. I just tested it side by side with the October version and that October still works but not February. Please fix.
    Posted to Method:Classic General Q&A (Forum) by Blake C on 03-04-2014
  • Method Updates - May 1st, 2025

    The following updates are now live for users of Method New Features / Updates Fixes Email Service - Added ability to mark shared emails as "not visible" so they will be hidden from sender dropdowns. (PL-53642) Email Service - Fixed an issue where customers were unable to view sent emails on the next day after account ...
    Posted to Release Notes (Weblog) by Method_John on 05-01-2025
  • Method Updates - Mar 20th, 2025

    The following updates are now live for users of Method New Features / Updates Email - Fixed an issue where email history was removed after trial period. (PL-47019) Fixes Sales Orders, Proposals - Fixed an issue where the SMS character limit was not properly validated. (PL-52899) Invoice - Resolved an issue where customer emails were ...
    Posted to Release Notes (Weblog) by Method_John on 03-20-2025
  • Method Updates - Feb 27th, 2025

    The following updates are now live for users of Method New Features / Updates Fixes Work Orders - Fixed logic to respect the from field in the email template. (PL-52211) Proposals - Fixed an issue where the recurring payments app routine did not properly handle currency, leading to errors. (PL-51823) Estimates - Fixed an issue where users ...
    Posted to Release Notes (Weblog) by Method_John on 02-27-2025
  • Method Updates - Feb 10th, 2025

    The following updates are now live for users of Method New Features / Updates Mobile - Improved error logging by adding app version and OTA version. (PL-50909) Mobile - Added metadata tracking for device type on sign in. (PL-51057) Fixes Tables & Fields - Fixed an issue where unchecking the Is Unique constraint on a field did not ...
    Posted to Release Notes (Weblog) by Method_Harman on 02-10-2025
  • Method Updates - January 31st, 2025

    The following updates are now live for users of Method New Features / Updates Activities - Improved the experience when viewing out-of-the-box Activity Type and Status records, for which updates are not supported. (PL-51015) Fixes Bills - Fixed a "B001 - fnSetAccounting_CleanUp" error when saving a Bill record. (PL-51634) Sync ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 01-31-2025
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