Method Community

Keith - This is a security measure to prevent scripts from trying to guess your password. Just email method at methodintegration dot com with your Company Account name and we'll reset it for you. Thanks, Paul

One of the options on the Email Action is Attachement Location. From the Edit Document screen use the Value from Screen option, select the Document field. This will then attach the open document to you email. JIm

The following updates are now live for users of Method New Features / Updates Onboarding - Show jobs to be done list based on vertical and install related app bundles and quick demos. (PL-49627) Work Orders - Enhanced experience when setting reminders to clarify the send date and indicate if a reminder cannot be sent or changed due to timing ...

The following updates are now live for users of Method New Features / Updates QBDT Sync - Update "Email Instructions" to use new e-mail template. (PL-49149) Work Orders - Added improvements to Work Order creation. (PL-48734) Fixes Proposals - Fixed an issue where the signature was not showing on the sent PDF agreement. ...

The following updates are now live for users of Method New Features / Updates Grids - Improved paging UI for editable grids. (PL-49061) Work Orders - Added external reminders support for recurring schedules. (PL-48351) Fixes Grids - Fixed an issue with paging for firefox. (PL-49319) Editable Grid - Fixed an issue where grid flickered ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated screens to show the offer expiry date and implement new status pills. (PL-48756) Proposals - Updated the send proposal show message if settings are requiring payment but no payment gateway is set-up. (PL-49086) Fixes Grids - Fixed an issue ...

The following updates are now live for users of Method New Features / Updates System Pages - Improved grid styles. (PL-48517) Send Transaction Email - Updated logic to pull the EmailSenderName from the EmailSender table. (PL-48912) Guest Payment - Ensured PaymentMethod value was being set as part of the payment process. (PL-48693) Contacts ...

The following updates are now live for users of Method Fixes Contacts - Updated maximum length validation rule fo to avoid entities with long names causing sync conflicts. (PL-47518) Email Campaigns - Fixed an issue where the Subject and From Name fields did not have character length validation applied. (PL-47474) Opportunities - Fixed an ...

The following updates are now live for users of Method Fixes Email Campaigns - Fixed an issue where emails with a status of "Not sent" were not properly accounted for in the campaign statistics. (PL-47347) Contacts - Fixed an issue where the user was unable to update the name of a duplicate customer. (PL-47318) Safari - Fixed an ...

The following updates are now live for users of Method Fixes Charts - Fixed an issue where In List was not available for Yes/No fields. (PL-47207) Email Campaigns - Fixed an issue where emails with a status of "Not sent" were not properly accounted for in the campaign statistics. (PL-47347) Contacts - Fixed an issue where the user ...