Method Community

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

Hi, Can you tell us how to attach a PDF file to email in Estimates and also in Sales Order. Thanks in advance.

Hello Scarson, I will reach out to you via email shortly in order to figure this out and get it working.

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