Method Community

Invoices New feature to accommodate email notifications when saving. Fixes to save & close so screen closes when open as pop up. Fixes to actions on save button to meet Method validation for actions.

I want to add the customer's email address to the invoice header, what field am I looking for??

Perfect, email recieved.  Thanks Jonathan. -Ben

I received this email from G Suite: Starting February 15, 2021, G Suite accounts will only allow access to apps using OAuth. Password-based access will no longer be supported. Is this on the roadmap for Method's app? Thanks, Brett

What is the difference between an Activity and a Task? Also, for either an activity or a task, how do I send myself an email reminder, and how do I set when I want to get the reminder.    

Is there an event that would trigger an action set without a user being logged in?  For example at 6:00 am each day an action set would process and send email regarding a users activities for the day.

The following updates are now live for users of Method New Features / Updates Fixes Communication Settings - Fixed issue with status column not appearing in search on the Email Senders table. (PL-46738) Regards, Courtney

Thanks, Denis. Email enroute.

Richard, Can you email me the company name on this account?  And is this a custom screen you're working from? ~C

When creating an activity from an email that has an attachment, is there any way of saving the attachment to either Method or Smartvault?