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  • API Update Issue.

    I have run into an issue with the update call with the api.  On the contacts table, it has stopped updating every field every time.  I can not say why this has happend.  I am running the UpdateV2 call via SOAP.  When I run the call, sometimes it will update every field, but sometimes the fields LastName, Email, and Phone ...
    Posted to Method:API Q&A (Forum) by dknoben on 05-25-2017
  • Any issue when send mail with report as attachment?

    Hi, Starting this morning (Los Angeles time), we exerpeicen the issue that email with report as attament does not work. The email is sent but no attachment. What we are dong is to generate a report and save it to a action result, then use this action result as attchment when send out email. If we just generate that report and show it in a new ...
    Posted to Method:Classic General Q&A (Forum) by alexhuang on 03-02-2017
  • Notifications settings

    Everytime I get an email notification emai for a metting reminder I get an error email, somehow method is trying to send email to my cell number and I don't know how to change that. I looked under my profile and under cuztomize, users, settings but I don't see anything. Mail Delivery ...
    Posted to Method:Classic General Q&A (Forum) by Marcelo11756 on 03-14-2016
  • estimate emails not always complete when sending out.

    Greetings, Pressing the save/email button when creating a new estimate is causing issuess. When Method sends a email to the client it now has a attachement of the estimate.  The problme is the estimate is somtimes filled out or some things are missing like estimate  number. If i press the save button then press the save/email button i ...
    Posted to Method:Classic General Q&A (Forum) by John M on 11-11-2015
  • Automating Emails after a synch from quickbooks

    Hello. I am trying to find a way to have Method automatically send an email to every customer. 8 months from the date they become a customer. I undertstand there is a way to do this manually, however, i am trying to see if this is an option that would work. For example- We create a new Customer/ order in Qbooks on Jan 8th 2016. . Qbooks synchs ...
  • Can Customer Portal be disabled entirely?

    Hi,   I was asked to repost the following emails for possible solutions in the forum:     Question   To: Wayne Barbaza Subject: Disabling Portal   Hi Wayne   Is there a way to completely disable the customer portal so that nobody from outside our office can log in to their account for any ...
    Posted to Method:Classic General Q&A (Forum) by Rolf on 11-25-2011
  • Advanced Web Form not functioning

    I walked through the Advanced set up today, generated the code, and pushed to my test website http://216.128.1.102/ContactUs/ContactUs.aspx   Upon pressing submit, there is a postback, but I do not get directed to my success page, and really nothing else happens (no emails to 'customer' or 'myself', and there is nothing ...
    Posted to Method:Classic Web Forms (Forum) by xXx_Butane_xXx on 11-24-2011
  • Web form error

     I received this message in an email after a web form was submitted.  The submission email looked Ok.  I did not copy the entire string in the error email but would be happy to e-mail it to you.  Please let me know what I need to do.  I have not received such an error since we began using the web form.  Thanks, ...
    Posted to Method:Classic General Q&A (Forum) by GaryK on 07-27-2011
  • Web form error

    I've set up a Web-to-lead form. I spent a while customizing it and tested it out about a dozen times. I received an error email today after a potential customer tried to fill it out the form. I tried to duplicate the form problem myself, but it worked fine. The error email is as follows: "Subject: Error encountered on ...
    Posted to Method:Classic Web Forms (Forum) by SpaScapes on 03-08-2011
  • All my emails from Method are going into my customers junk box

    Good Afternoon. As a test i sent out 10 estimates to my customers. Out of those 10, 9 got the emails sent to their junk email box. One did not get the email.  The email account that i am using is the same account that i have been using for the last few years. Before Method, i would use Outlook and send emails from saved pdf files.  ...
    Posted to Method:Classic General Q&A (Forum) by John M on 03-07-2011
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