Method Community

Where are you sending the email from? For example are you sending the email from the QuickBooks_Invoice screen? Did you customize the screen where this email is being sent from? Did you change any of the stock email templates or create your own and are using those? - Ashur

[quote user="Fred_D"]I set up a duplicate of my Customer table as a Membership table that I used to generate membership lists and generate membership cards.[/quote] Are you working from a custom screen? Free support is limited to stock Method screens but what I can do is try to replicate the problem in my own account. If I see a problem ...

I have tried to use the list builder feature to send mass emails to all my exisiting opt in customers. I have gmail set up as the provider but it only allows about 300 per day and that doesnt work any suggestions

 Hey David, When I first posted above, I had you confused with another user of ours. Can you please email me your company name. Please send it to r.bell@methodintegration.com. I need to confirm some details on your account.

John- Thanks for the forwarding me the email. It may be the port set for sending email. Go To Customize > My Account and click on Default Email Preferences change the port to be 587 -Michael

Thanks for the Confirmation. I am not sure why you get the error while replying to the post. I have moved that post to the Fixed & Resolved issue section and also send you a email notification for that. Please try again and let me know if you still have issue in replying.

Ok-I now have my access and want to specifically add an attachment to an email template through the activities screen so that this will record on my daily activity. Please let me know the steps that I can take to customize this option for all our method users in this office. Thanks, Kori

The basic functions of Method are the same across all accounts, and mine is not rounding up.  Could you email me your Method account name and enable the MethodSupport user?  You can do this by going to Customize > Users and checking the checkbox next to the MethodSupport user. Thanks, Adam

We celebrated too soon... I was able to change the template for the Estimates in order to display the Sales Rep's FullName, and it worked briefly, but now that part of the template has reverted back to displaying Estimate.SalesRep Instead of FullName. I am making sure to save before closing the report designer, but I cannot get it to ...

Thanks for the info and the follow up call today.  We are good to go now.