Method Community

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 Fixes Sales Receipts - Removed an additional "*" symbol on the required Date field. (PL-57638) Email Campaigns - Fixed an issue where the analytics section was still visible for campaigns sent via custom servers, displaying incorrect stats. (PL-57835) Calendar - Fixed issue ...

The following updates are now live for users of Method Fixes Fixed an issue where some users received "undefined" errors when loading screens in Method. (PL-57701) Estimates - Fixed an issue where the Estimate Deposit Notification email was not sent, when the estimate was assigned to a Sales Rep that is not linked to a Method user. ...

The following updates are now live for users of Method Fixes Invoices - Fixed a spacing issue on the Invoice Reports screen. (PL-56341) Classes - Fixed an issue with the duplicate class name validation logic. (PL-56346) Sales Receipt - Fixed an issue where the wording on the email verification message was unclear. (PL-56905) Payments - ...

The following updates are now live for users of Method Enhancements Audit Trail - Updated Audit Trail retention policy. (PL-53709) Fixes Grids - Fixed images not downloading on editable grids. (PL-56642) DateTime Picker - Fixed placement of default date format in screen designer. (PL-56697) DateTime Picker - Added default date format ...

The following updates are now live for users of Method Fixes Payments - Fixed an issue where the wording on the email verification message was unclear. (PL-53777) Payments - Fixed an issue where the Payment Method dropdown included inactive options. (PL-56821) Payments - Fixed an issue where the Guest - View Payment screen showed incorrect ...

The following updates are now live for users of Method New Capabilities QBO - Implemented an email notification for disconnection of sync. (PL-55076) Enhancements Onboarding - Updated the demo booking experience to check for incomplete bookings. (PL-55143) Fixes Account Settings - Fixed incorrect spacing between inputs on the ...

The following updates are now live for users of Method New Capabilities QBO - Added a feature to send email notifications for first time successful sync completion. (PL-55074) Fixes Grids - Fixed an issue with formulas that required all fields to be added to the grid. (PL-55862) HTML Editor - Fixed an issue causing the HTML editor to ...

The following updates are now live for users of Method Enhancements Add EDA routes to gateway. (PL-55762) Fixes Bills - Resolved a sync conflict error when inventory products added to bills are dated earlier than the Inventory Start Date for products. (PL-54852) Work Orders - Fixed issue where cancelled work orders were appearing on the ...

The following updates are now live for users of Method New Features / Updates Dashboard - Added welcome banner to mobile. (PL-55332) Fixes Attachments - Fixed issues with attachments when uploading multiple attachments at once. (PL-55458) Button menu - Fixed an issue where button menus where not showing a processing state. ...