Method Community

What would be the best way to assign the to (user assigned to case) and from (user that assigned case) values in the Send Email action?

Greetings New CRM>Estimates>Save and Email. I get the following message: Error^Action Sequence:47. Error with user authentication;Server says: 530 Access denied   John M

That should do it. -Audisho

I have done this several times but when I choose send test emai/save nothing happens

I just tried the contact portal with shortern url, but I got ask to enter user name and password, but I saw that in the webinar, it can be instead by just email address. I was wondering how to change the setting that customer can login by just email address without register a new user name and passsword. thx Ian

The following updates are now live for users of Method New feature All emails sent via Method are now displayed in a central location to administrators. If the emails are sent using Methods email server you will also see clicks and opens for that email. Learn More Regards, Michael

Hey Aaron, Please take a look at THIS thread and follow up with any further questions on this thread. - Mortaza

I did ask for a paid consultant - This email exchange must frustrate you. an easy phone call and screen share will fix it a lot faster. What are your thoughts?

Hi Bill, Can you post a screenshot or email me a screenshot of what the screen looks like now? -Michael

 Also how do we send a PDF to the email along with the invoice?