Method Community

Andy, Please email me your Company Account name as our Forums are seperate from our Customer database so I won't be able to locate your account info. Also provide the best contact number to reach you on. - Ashur

Hi Ryan, I double-checked the email setup, and it's fine too.  As for contacting my business consultant, I'm it!  I've also had other users (consultants) say they're the same error when they try it.

Hi just wondering does anyone have an easy way to add an email button to the invoice window, so when you create an invoice in method you can click the email button and off it goes to the customer. Thanks. 

 Hey Ben, Your suggestions fixed all those problems, but now I have a couple different issues related to it. I've sent you an email with the info you need to look into this further. Thanks!

Ben, Yes after 300 emails with google they all fail?  any suggestions or other provider suggestions? is sending thru method mal server still an option?

Hello, Sorry for the wait. But I have some information here and we are able to accomplish this but it will require some customization. If you customize your C- ustomers screen you are able to add two fields that will relay that information. The first one being LastActivityCompletedDate which as the name states will ...

I am getting an error message when trying to update an event. Incidentally it happened about a minute after I received Carl's email about new deployment. I had been editing an action, and save the screen to test. Then I tried editing the action again and when I clicked on the lose focus event I got this error message. I tried signing ...

I'm curious to know how others create and send meeting requests or meeting invites after scheduling an activity in Method. With Method I can send an email, but what I really need to do is to send a meeting request for that meeting I just scheduled and added to Method.  Has anyone found an creative, easy way to do this? Many thanks, ...

I'm trying to export the Contacts Grid.  I have a button whose only action is to export the Contacts Grid to Excel (all columns, not just the checked ones).   I have a custom  'Customer Address Info' view of the Contacts Grid that displays various address/contact information fields.   Even though I'm ...

hi WaveTec, Sounds like a great process.  If I get you  - you have one actionresult which is combo part#/description.... With that  result - set up a new actionresult which joins this to build your list.   try using the char function --join with line break.. Then when you put into email body...one ...