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updates are now live for users of Method New Capabilities Mobile App - Added a mandatory update screen that blocks outdated app versions from launching. (PL-64229) Mobile App - Added a dismissible prompt letting users know when a newer app version is available. (PL-64490) Fixes Sync History - Fixed an issue where sync ...

The following updates are now live for users of Method Enhancements Sign-in - Updated the Intuit logo on the sign-in connections page to Intuit's current wordmark. (PL-65492) Fixes Email - Fixed an issue where legitimate emails with links to certain domains were held for review unnecessarily. (PL-65461) App Routines - Fixed an issue ...

The following updates are now live for users of Method Enhancements Editable Grid - Redesigned card column configuration in the Editable Grid with per-field formatting options. (PL-65220) Insights tile - Enhanced Refresh Controls to also update the Insights tile without reloading the screen. (PL-64103) Fixes Invoices - Fixed an issue ...

The following updates are now live for users of Method Fixes Text Field - Fixed an issue where saving a number to a text field showed as NaN after refreshing. (PL-64384) Billing - Fixed an issue where billing receipt emails came from the wrong sender or were replaced by a confusing failure notice. (PL-64452) Email - Fixed an issue where the ...

The following updates are now live for users of Method Fixes Email Campaigns - Fixed an issue where the mobile Actions menu showed "Archive" instead of "Unarchive" for archived campaigns. (PL-64336) Customer Portal - Fixed an issue where the guest Work Orders portal screen showed duplicate tab headers on first visit. ...

The following updates are now live for users of Method Enhancements Email - Updated the policy infraction notification emails sent to customers with refreshed content. (PL-64111) Fixes Price Levels - Fixed an issue where not all price levels assigned to an item synced from QuickBooks Desktop. (PL-63977) Sales Orders - Fixed an issue ...

The following updates are now live for users of Method Fixes Payment Gateways - Fixed an issue where transaction history showed payments from other entities in a multi-entity account. (PL-63887) Calendar - Fixed an issue where duplicate resource names could appear in the resource list. (PL-63976) Email - Fixed an issue where reconnecting a ...

The following updates are now live for users of Method Enhancements Email Campaigns - Improved the List screen by converting it to an editable grid and updating button styling. (PL-62757) Web To Lead - Improved the List screen by converting it to an editable grid and updating button styling. (PL-62754) Fixes Grids Fixed an ...

The following updates are now live for users of Method Fixes Tables & Fields - FIxed a bug with creating dropdowns from a new table. (NCNG-1060) Grids - Fixed an issue where you were able to set a negative value for "Rows on Add". (NCNG-797) Purchase Orders - Fixed typo in preference screen where "Customer" was shown ...