Method Community

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 ...

I called and left a message for you.

Greg - i responded via email and sent an image to illustrate the issue.  Looking forward to your assistance.  Thanks

Thank you for the reply Adam and after trying this I unfortunately have the same result.

 How can we set up a button that sends an email to the customer with an Invoice PDF file? Thank you! Nick