Method Community

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

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.

The following updates are now live for users of Method New Features / Updates Charts - Improved the UI for when charts aren't correctly setup. (PL-42510) Grids - Improved the UI for when no records are found in editable grids. (PL-48421) Chips - Fixed the sizing of chips. (PL-47149) Chips - Updated text searches to default to Contains ...

The following updates are now live for users of Method New Features / Updates Fixes Web to Lead - Fixed an issue where vertical borders were visible on web forms. (PL-44756) Email Campaigns - Fixed an issue where clicking the link in the free email usage text navigated the user to the wrong system page. (PL-47546) Purchase Orders - Fixed ...

The following updates are now live for users of Method New Features / Updates Proposals - Added functionality that will automatically retry failed auto-payments the following day. (PL-45241) Proposals - Made improvements to the app routine by removing duplicate actions, cleaning up logic and separating functionality into new app routines. ...

The following updates are now live for users of Method New Features / Updates Proposals - Assigned a backup recipient for communications if the Assign To or the customer contact become inactive. (PL-44722) Proposals - Improved validation for sending the proposals payment expiring email. (PL-44714) Proposals - Added an activity to log ...

The following updates are now live for users of Method New Features / Updates Email Campaigns - Updated emails to be categorized as marketing. (PL-45019) Reports - Updates to some of the stock app Reports screens to leverage the new chart drill-down functionality. (Activities, Invoices, Work Orders, Cases, Opportunities). ...

The following updates are now live for users of Method Fixes Advanced Search - Fixed an issue preventing use of advanced search for tags with apostrophes. (PL-38607) Email - Fixed an issue where emails were failing to send for some accounts using gmail server. (PL-38841) Calendar - Fixed an issue on Safari Mobile browser where the user was ...

The following updates are now live for users of Method New Features / Updates Email Campaigns - Added a status column to the recipient grid on the view campaigns screen.(PL-38156) Email Campaigns - Modified analytics to calculate more accurately for emails sent & emails opened.(PL-38170) Portal Theming- Ability to brand customer Portals. ...

The following updates are now live for users of Method Fixes Send Email screen - The value for the To Be Included in Email checkbox on attachments now carries over properly from the selected email template. (PL-31494) Time Tracking - Fixed issue that allowed entering a negative duration. (PL-32076) Zapier - Fixed error when trying to ...