Method Community

I have discovered that if you paste html text from another application like Gmail or Google Docs into a Method email template...some html attributes like bold and font color sometimes disappear. And while troubleshooting I also discover that this even happens if you have bold or colored html text within a Method email template, ...

Hello Adrian,    Thanks John for the post. You are referring to adding images to a report in the report designer.  To add a picture, you need to add Picture Box control to the report and modify it to make an image appear.  Dragging the image onto the report designer only makes the picture appear in the designer and not the ...

Hi Michael, That makes sense, unfortunately the limit is 5 attachments per email. As an alternative, you could design a portal page where users could download documents assigned to them. This question was asked on our forums here: http://method.me/cs/forums/p/4905/18827.aspx. Instead of attaching the documents to the email, the email ...

Hi Mike, The best way to accomplish adding both your company logo and formatted text to your email signature in Method would be to use a mixture of some basic html and CSS code while entering this information. Here is a great link for learning some basics for html and CSS if you don't already know how to do this.  Keep ...

Hi I'm on the cusp of implementing Method into my business and have started the trial period. A major dilema is whether to switch from Outlook to Gmail. If i get an email from a client for whom we have several job sites set up, does the gadget associate that email address with all the possible job sites and give me an option to select the ...

Hey everyone, Are you guys currently having any issue with your email servers or have you recently made changes? As of saturday, we have not been able to send any emails from Method. We keep getting this error: Email Send Failure Alert The following email failed to send. Mail Server remote.icleanpools.com Response ...

I need some clarification about Method email attachment capabilities. I have attached generated reports to emails successfully.  I read in a forum post that I can use a 'file attachment' database field to attach a file to an email.  (I have not actually done that yet.) My question concerns the documents we uploads to Method. ...

Also - does it have to be a PDF attachment? If you are using the API, then it means you are a coder. If you are a coder, you can easily build an HTML invoice to send - which is even more convenient to your customers (they don't need to open a PDF). The monthly invoices that come from your Method subscription are just HTML, and we use our own ...

Danny - We all work differently...  I find that after talking with clients or leads on the phone, I then send follow up emails giving them information that I'd like to log.  I compose, and then go to the Sent folder to add as an activity after its been sent.  Equally as often, I'll reply to an email like you do and then use ...

Ryan -- File format is no longer an issue; as noted in my edit to previous post, I had a bad path to the image. The image is now showing up when I create a follow up, but when the email arrives at its destination the image is missing. In the source code of a follow up email, I see the following, which looks like an incomplete path to the ...