Method Community

I love that Method automatically sends an email to a user when I assign them an activity. However it also sends a bcc copy to me.  Where do I change this? I don't want to get this bcc copy for activities I assign to others. Thanks Maureen

Hi Amanda, Thanks for answer, this solution sounds great for me, just one more question , is it possible to customsize the sales order screen and add a button to sent email and automatcally attached  sales order pdf file then sent  to the customer??

Hi Justin, Can you email me your account name, the report causing an issue and turn on MethodSupport for the account? I can take a look at this and let you know what I find. Adam

I will investigate your issue and will respond as soon as possible. Thank you Victor

I have a situation where I want to make sure an email address is entered before the first name. I have some actions on change of first name. I put in this conditional statement, but when I type in an email address and tried to come back to enter a first name, it doesn’t let me enter a value

I will explore a few of your suggestions and report back. Thanks.

It is going through GMail. First I'd heard of that, thanks.

The following updates are now live for users of Method New Features / Updates New/Edit Items & Payments - Updated screens to ensure inactive income accounts cannot be selected. (PL-43624) Work Orders - Added the ability send automated customer reminders. (Pl-42564) Fixes QBO - Improved the workflow when someone tries to update ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated the list screen with the expiry date column for relevant filters and improved the email activity comments. (PL-48729) Show new Invite User email template for all Users. (PL-44753) Xero Onboarding - Coming from verticals directly like Field ...

The following updates are now live for users of Method Fixes Send Transaction Email/SMS - Fixed an issue where the ReceivePaymentRecordID was not referenced correctly. (PL-48369) Signature Widget - Fixed an issue where radio button selections were not remaining after signature capture. (PL-47464) Email - Fixed an issue where emails sent via ...