Method Community

When we create an invoice in Method, is there a way for our sales agent processing the order to receive a BCC email that the system will email to the customer?

Hello, I have a customer whom has a very extensive email action.  I have no doubt we can recreate this, but my question is can’t we just call the custom action from the MethodAPI?   Thanks,   Dominic  

Hi furrywombat, I can't seem to recreate your issue here. Can you send me an email with examples of your calls...oh and your account name.....so I can investigate further. Dave  

This is available for the gmail add on but not the outlook ad on. Guess I will be switching to gmail (thankfully our email is gmail)

John, I created a case for this and sent you an email. - Adam

The following updates are now live for users of Method New Features / Updates Email Settings - Add confirmation message when selecting Gmail/Microsoft as account server. (PL-54017) Fixes Recurrence Widget - Fixed an issue where under certain conditions the first occurrence would be skipped . (PL-55129) Regards, Courtney

The following updates are now live for users of Method New Features / Updates Email - Added support for Microsoft OAuth connections. (PL-48196) Proposals - Removed confirmation modal when accepting a proposal. (PL-48253) Activities - Added a clickable link for a related Work Order. (PL-47775) Fixes Regards, Harman

The following updates are now live for users of Method Fixes Email - Fixed an issue preventing some users from viewing the Emails Sent page. (PL-43100) Estimates - Fixed an issue on QBG where shipping address for country was not being autopopulated. (PL-43269) Regards, Hannah

sloturtle- Are you using QBO or QBD? Can you email me a screenshot of an example of this? -Michael

Hi Nick,  A fix was implemented on your account. Let me know if the issue was resolved or if you're still experiencing problems. Feel free to email me.  Jason