Method Community

Pdirect, Right now drop downs that reference the EmailTemplate table aren't filtered by user but you can change the filters if you customize the screen. You should also be able to assign multiple reps to a email template through customization. The beauty of Method is that if you don't like the way something works you can change it to make ...

Pdirect, It looks like the report is still generated for the person it was assigned to and is only reverting to the Admin user once you edit an existing scheduled report. I am creating a ticket for this. -Michael 

Pdirect, If you go click the Method Setup button in Outlook and go to the Appointment Details tab what do you have selected for the Body Format? If there is nothing selected that may be the cause of the issue. -Michael 

What good is it if it works for you but not for me an any computer with any version of outlook?  I just tried it again and again, no method tags.  I followed your simple instructions flawlessly ... but still don't see the method tags.  

pdirect, I am looking into this, in the mean time if you click Update it should add additional lines items if the current line items are used. -Michael 

I have assigned certain email templates to certain users.  But each user sees and can use all the email templates assigned to other users.  So what is the point of assigning users to a particular email template?  It would make more sense if this could be customized so that a user ONLY sees email templates assigned ...

pdirect, I went through the exact steps laid out in the webinar and it worked for me. I right-clicked on an appointment slot in Outlook and clicked New Appointment and then clicked Add to Method. I filled out the information in the window that came up and clicked Add to Method.  You should see the Method tags added in real time. I am using ...

  With today's release of the new portals, I can happily announce: the days of emailing PDF invoices are over. They are dead. Stick a fork in them. Emailing invoices just creates a hassle for your customers.  When your customers receive an emailed invoice they think to themselves: How do I pay for this?  I have 2 ...

I've created a couple scheduled reports (sales by rep detail) and assigned the reports to a user.  But after I save that report and go back in to edit the report, it reverts back to being assigned to the admin account instead of using the assigned account.  i.e. it's not saving any user assignment other than the admin.

When we try to add a new line item to a sales order, it doesn't work.  Nothing happens.