Method Community

Hi swm023,  Are you able to create an invoice for any other existing customer in Method when you don't select the checkbox for "To be e-mailed in QuickBooks?" If you are having trouble creating the invoice for this customer when you place a checkmark in the "To be emailed in QuickBooks?", are you getting the ...

 Hey Phillip, Currently users are able to create a username/password as long as they are in your Company File. Once they fill out the registration form it will send them an email with the login information. When they login, they will be able to see the tabs you have selected for the Customer Portal section. Currently the Customer Portal is ...

Hi Amanda, Thanks for reply, it was great answer. but I set up the email signature in setting, but it did not appear in body part of email. and how do I put customer first name and last name in the email.

Hi DaveGutie, You should be able to include more than one email address in the 'To' field on Step 7 of 9. I've just tested it and confirmed it saves and displays correctly when I go back to step 7. I then made a submission on the webform and received the notification at both email addresses. If this is not the behaviour you're ...

What screen is associated with the New Activity Notifications ie. the email that is sent out to notify an employee that an activity has been assigned to them with the minimum contact details of the customer it is associated with. What I want to be able to do is edit what information is sent out in that email notification. Is this even ...

Are there any plans in the works to provide email integration for MAC users via Address Book and Mail or Microsoft Entourage?

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

i get copy and paste sure.  but in the google gadget its a check box and is automated.  its already a 3 step process to add an email with the plugin, just didn't want to make a 4th.  

Hi Kitty, I wasn't able to recreate this.  Are you sending the email through the List Builder?  On which screens did you build the template and send the email? - Adam

Hello Erik,     I had another suggestion.  You can create email groups for each of your companies.  This would work by emailing the groups email, say admin@Acmeco.com and it sends out emails to multiple email accounts. Greg