Method Community

Nice new look! I love the plug-in but have run up against a situation I can't resolve. One of our customers (who is the main contact of the company in Method) sent me four seperate emails one for each of his employees. Attached to each email was the contacts Outlook Contact VCF file (Business Card). How do I import or add these vcf files to ...

I created a button.  In the button action sequence I generate a report and an action result from the report. I then have two 'Insert Into Table' actions after that. One to create a Document Library record. The other to create a Document Library Link record. It all works just fine AS LONG AS I don't use the action result ...

Hi, We are currently evaluating Method:CRM as a simple way to create a customer portal so customers can see their orders. I tested some basic functions without connecting it to Quickbooks, including the portal. Registering for it etc. all worked smoothly. So I deleted my test customer to have a clean table and connected Method:CRM to ...

Spoke with Wayne on live chat about this but I wanted to put what im attempting out on the forums to see if anyone had any ideas of how to pull this off if Method can not. Would infusion soft work for this? I have a screen that is set up to send out shipping notifications via email to clients once their items have shipped. This notification ...

Hello, When one of my staff try to have a reminder emailed to them, we receive this message. Based on the information we receive, it looks like the user's account is trying to send the email from my account and is therefore rejected. I believe we have all the email settings setup correctly. Each user has their own email settings entered and ...

The following updates are now live for users of Method New Features / Updates Proposals - Removed the "from" section in the email preview for Email Security. (PL-45277) Sales Orders - Removed the "from" section in the email preview for Email Security. (PL-45271) Fixes Sales Orders - Fixed an issue where deleted items ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Mobile Activity Improved - email template list now also filters out “hidden” email templates. (QBD & QBO) Fixed (#3863) - relabeled the email checkbox to say “Send an ...

I created an email template and inserted a jpeg picture file. During test emails the picture does not show up. Any suggestions? Kelly Ricker Innovative Irrigation & Outdoor Lighting 770-632-6477

Neil, One approach to consider... Save the document as a jpeg, then create a new report in Method and insert the jpeg as the only item on the report. Then you can generate the report and include it as an email attachment just like you are used to doing with the generate report action.

Thank Jeff... That helped out quite a bit. But really?!? Really?!?  Do you really want me to sing it out?!?