Method Community

Hi Kelly, Please refrain from posting any account specific information directly on our forums. This includes account names, usernames, screen names, etc. The forums are a publicly available area and making this information publicly available is a security concern. Our support team lists our email addresses in our signatures (see below), so ...

Hi Wayne, Adding the ability to include attachments in emails sent from Method requires customization. I wrote a post for adding this functionality to the list builder screen yesterday. You can take a look at it here. This can be easily adapted for use with the activity screen. Feel free to reach out to one of our partners or your account manager ...

Hi Jason, Thanks for clarifying. I am in fact able to replicate this behaviour. I spoke with a member of our professional services team and he mentioned that he has run into this before. This is not the intended functionality, but since the actions are still called in the same order and this doesn’t break your action set or cause any ...

Hi Jason, I tested this myself, but I’m unable to replicate this behaviour. When I copy an action set to the OnScreenLoad & OnClosePopup events, the order number is set correctly for each event individually. I suggest you try the following: 1) Clear your browser’s cookies and cached files 2) Use an incognito or private browsing ...

Hi Mahlon, Thanks for bringing this to our attention. I can confirm this is an issue and have created a ticket for our development team to investigate. I’ll post back once this is resolved. Sorry for the inconvenience. -Audisho

Hi Mahlon, An HTML line break tag is written “<br>”. In XHTML it’s written “<br />”. I believe the first should work fine, but if not try the second. If neither works, post back and let me know so that I can investigate further. I hope this helps. -Audisho

Hi Wayne, You can do this, but you’ll need to perform some very basic screen customization first. The CRM_NewActivity screen contains 2 checkboxes labelled “Email Activity notification?” & “Email Follow-up notification?” in the section of the screen labelled Hidden Section at the very bottom. You will need to ...

Hi IBC, As per the personal message you sent me, I will do my best to explain how this can be accomplished through customization. The option I am going to present you with will only allow you to attach 1 document. If you would like to attach more, the customization becomes significantly more complicated, as Method allows a maximum of 5 ...

Hi IBC, Unfortunately, customization is required if you would like to include attachments in your list builder emails. There are several ways you can approach this customization and I would be happy to post back with an overview of one if you are interested. Just let me know. Alternatively, if you would like someone else to do the customization ...

Hi Kelly, I built a quick report to test this myself and can confirm that it is working as it should. I suggest you take a closer look at your chart logic to verify that it is correct. A couple of things to check for: - Make sure that you have selected the correct field for your argument data (TxnDate) - Is the count correct for the months ...