Method Community

Hello,    It doesn't take very long until the 14 times are finished.  Once you have the failure email, there is no future attempt to send the notification email.  You may be able to assign the activity to someone else and then assign it back to the proper person to get the notification email to send again. - Greg

Yes Jason, that's the answer we were looking to hear. Friday afternoon I attempted to load the Outlook plug-in eager to get started. However everytime I started the process the install would stop unable to load the certificate. I'm using Win 7, I disabled the firewall. rebooted several times all with the same result. The installer starts ...

I'm growing weary of hearing that I can customize method to however I like it.  There are 4 main problems with this approach. 1) It takes a lot of time.  I didn't go with Method so I can spend all my time customizing it.  A little customization is ok, but when I'm constantly hearing that I need to customize it . . ...

[quote user="Method_Victor"]Unfortunately it will still not fix your problem, since on our side, in the code we still haven't yet implemented a support for SSL protocol.[/quote]    I started using Gmail last Friday and clicked on the radio button SSL in setup and it is working just fine. I send using my Gmail ...

  Ryan -- I can get as far as the EmailTemplate, but there doesn't appear to be any way to specify the Follow Up Activity template - I'm offered the opportunity to replace the link to the generic "EmailTemplate" with the new one, but that doesn't seem like the way to go. Am I to create a new template without any links, ...

 Hello, I just wanted to add this alternative for you try and let me know if this work around helps. First, you'll need to install the outlook add-on if you haven't done so already.  You can use the following link to install and learn more about the add-on: ...

 What does this mean and how do I do it. If you are not the designer of your system, this step should already be done for you.  If you are a designer, however, you'll need to do some extra work to make sure that the merge fields actually get replaced with real values.  For every table used in merge fields, you'll need to ...

A Ashur - Doesn't work for me. Here is the HTML code the email editor inserted (your example has 'test' mine = 'method': <td width="247">&nbsp;<a href="http://www.hewittindustries.com/Pyrometer%20Gauges/pyrometers_3_inches/010-427-1X-X%20C%20Pyro%203in%200-1500F%20REV%20A.pdf"><img ...

This is an existing screen I created at least a year ago and it's been working fine until recently. It was working as recently as July 23 (the last time the action successfully attached a file to an email). The document link is successfully pulled from the db and the path to the file is good (see the link in my previous message). It seems to ...

Hello, Is it possible to generate two different reports and store them in the same action result in a way that it can be passed to the "Attachment Location" option of the "Send Email" action? For example, if I wanted to dynamically build two different estimates for a customer and then attach both of them to the same ...