Method Community

Hey Jonathan, You will need to get in touch with your Account Manager for access. I've gone ahead and sent them a request to follow up with you about this. -- Mortaza

Hi Robin, Can you enable the MethodSupport user by going to Customize > Users and email me your account name and I will login and take a look. -Michael

I'm having issues with the inputting names into the e-mails.  I did exactly with the steps provided in the template of: Type in your merge fields in a TableName.FieldName format.  So if you wanted to have an email start with "Dear Bob," you would type in "Dear Customer.FirstName,".   If you ...

Thank you very much!

Perfect info, thanks again!

The Parent Full Name on the NewCustomer screen is a dropdown that I will have to create on my screen.  I think I get that. Still curious which fields correspond to the fields named "Customer Name", "First Name", and "Email.

Hi-Just wondering if you could go through (simply please!) how to add an attachment to an outgoing email...I know you have to customize this and I think that the pop up refers to the fact that the administrator has to do this but I would like the details to supply to him. Thanks! Kori

Can anybody tell me how to attach a document to an email sent in Method? Which screen you use? I used email in customer section. There is no icon to attach document that I can find.

Hi JoAnne, First off welcome to the forums.   There is no screen called "Action".  You will need to set this up on the screen you wish to send the email.   - Adam

I am referring to either but if email notifications will work if that is easier. Can you go into detail and explain the steps on how to set this up through Method actions?