Method Community

The following updates are now live for users of Method. Features Introduced a new wizard to help users through the successful setup and connection of the Method Sync. (PL-4811) Ability to test Email Server settings under Preferences -> Email. (PL-3479) Cheers Derek

I am unable to include an attachment using MethodAPIActionSendEmailV2. For testing purposes, I tried using "http://www.methodintegration.com/documentation/MethodInitialSetupGuide.pdf" as the strAttachment parameter. The email is being sent fine, just no attachment included. Any ideas on what I am doing wrong?

Hi Alec, At this time Method does not provide a way for you to prefill a new message with those fields or add an attachment and send them to an email client outside of Method. Regards Denis

FYI: Ended up being able to resolve this issue by signing into the sync engine using my email address instead of my username....

Hi Stuart Feel free to reach out to us. Email us at support@cloudconsultancyllc.com. We can discuss what you're trying to accomplish.

The following updates are now live for users of Method Fixes Estimates - Resolved an issue where sales receipts were not created from estimate deposits. (PL-54444) Email - Fixed an issue where communications history did not display sent emails on first day after account subscription. (PL-54081) Regards, Nicolas

The following updates are now live for users of Method New Features / Updates Work Orders - Added a customer portal experience (Partial). (PL-47985) Fixes Email Campaigns - Fixed an issue where "Blocked" and "Unverified domain" emails were being counted as Delivered in the campaign analytics. ...

The following updates are now live for users of Method New Features / Updates Terms - Added the synced default to the Terms field on Opportunities, Bills and Purchase Orders Apps. (PL-48303) Fixes Email Campaigns - Fixed an issue where attachments with commas were causing errors. (PL-48318) Regards, Courtney

The following updates are now live for users of Method Fixes Sales Transactions - Fixed an issue where the email button did not merge fields from the Customer table. (PL-46581) Cases - Fixed an error caused by setting the Default Case Status preference to empty. (PL-46680) Regards, Arshi

Greetings You got the reports to work.  Now when i send estimates and invoices with pdf attachments they are not working. 1. Generate report action>Action result name>resultInvoiceReport 2. Send Email action.Attachement location>Action>resultInvoiceReport The reports show up on the screen but not as attachements.  John ...