Method Community

Everytime we try to delete a contact's email it keeps coming back. We even deleted it in QBO and it came back again. Replacing works, but why can you not clear the email field?

Dave, Thank you for your response. First, I would appreciate if you could guide me on how to query this "balance" column in the transactions table. I do not see any "transactions" table inside Method. Second, what bothers me is the fact that the customer's balance in QuickBooks is showing $761 (Just like the ...

Hi everyone, I'm looking to email my leads and customers about our products, and attach some PDFs with information on our product. There doesn't seem to be a button to attach documents to emails in List Builder, and I was wondering if it was possible to do so without going through customization.  Thank you!

Yes we would be sending the information to our fabricator so once they have finalized the product they can be in contact with the customer.

Hi Brian, That’s right! The entire message is copied into the Send an Email section of the activity automatically. If you’ve been logging activities with the gadget, you can probably already see this by simply locating one of these activities in Method. -Audisho

We're going to have to start a screen sharing session tomorrow. I'll reach out to you around 1:00pm EST, if you won't be available then please send me another email advising when you would be available, along with your contact number. - Ashur

I am glad that your issue is resolved. Have a great day! -Inder

thanks ben! I have forwarded the emails to you. There is three! Thanks,

Michael, Thanks it works now. Made the change like you said. Thanks, John M

Ron asked: Danny, After creating an activity, I clicked the >>Go to.. link which would open a window (Add/Edit Activity) window but it was blank. I’m not sure if this is what is intended. Additionally, what is the method in order to send an email from within the Activity screen? Can I send invoices by email as well? Is there more info on ...