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 Signup - Updated 'Signup with Intuit' button to attract QBO users and guide QBDT users to alternative signup methods. (PL-50739) Fixes Email Settings - Fixed an issue where email signature was not saving. (PL-52680) Transactions - Fixed an issue where ...

The following updates are now live for users of Method New Features / Updates Activities - Added ability to make bulk updates. (PL-49834) Work Orders - Added the ability to customize the Work Order SMS reminders. (PL-49744) Fixes Send Email - Fixed an issue where contact detail changes were not reflected on the send email ...

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 ...