Method Community

The following updates are now live for users of Method New Features / Updates Proposals - Updated portal homepage tile to navigate users to their sent proposals. (PL-50759) Proposals - Added usage warning when previewing an email. (PL-50932) Fixes Bills - Fixed an issue where the exchange rate was not updating when selecting a new ...

Hey, Are you getting that error after clicking on the Process Payment button? The email address that is being used to send notifications is listed under Customize > My Account > Default Email Preferences. - Mortaza

Take a look at email syncing capability. We would love to have email syncing capability like the feature in Oasis CRM.  http://www.oasiscrm.net/OasisCRM/hostmanager.asp 

 Hi Ronen, Bad news.  The test email was sent and received properly.  However, my test sending you an email failed again, with the same error message. Lee

Currently I have a screen called "Email Type Menu" and a text field that can add or delete options in a grid. Both my Shipment and Email sent screens have fields linked to the grid called Email Type

Bryan, I'm glad to hear that. Also if you leave the From field blank on your email template it will use the email address for whatever user is currently logged in. -Michael

sloturtle- I recieved the message through the forums but with no image. I have replied to it so you should now have my email address to email me directly. -Michael

[quote user="Method_Adam"] Hi rodsstuff, Is this a stock template or a customized one?  Also, from which screens does this happen? - Adam [/quote] Its in the emails. Send out an email with a merge field in the subject line and it doesnt populate with the information.

Hi! I'd like to take over one of my users accounts to do some testing.  We're revising our sales process, and I need to see how to make appropriate changes within Method to accommodate that.   But, I don't want to add a new user and I want to be able to see any reminders/emails that would be generated by stepping through ...

Hi, Whenever I try to sort the Contacts App List Screen Grid by an expression such as "Phone & Email" and a new expression I created called "BoatTypes" the contacts app list screen throws an error. Below is the error I get. Oops, something went wrong. Please try again. If the problem persists, sign out, sign in, and ...