Method Community

So I just went into your system and tried to do an activity. I created an email and tried all 4 of the existing templates you have -- aside from the invoice one (which we discussed), they all worked and autofilled correctly. What browser are you using? Is there a particular template in that list that the issue is happening for you? Note: ...

Hi Pookiefeb, I just went through this again on my test account to verify that this works and it does. You must either be editing the wrong action, removing the incorrect field or your customization to the screen is preventing this fix from working. If you really need this to work, I suggest you copy the stock screen and replace your current ...

Hello Blake, I am sorry to hear that you are having issues with attaching documents with Send Email action. I want to let you know that we are aware of the issue and our development team is actively working on it to resolve it asap. I will reply on the post once it is resolved. Once again I apologize for the inconvenience. -Inder

MisterBill- [quote user="MisterBill"]So i got the payment gateway setup sucessfully, but do you have to get a new connection ticket for every card type? example i use intuit to process visa, master, amex and discover but its like you can only tell it to do one? also i can't get it to show any type of dropdown to pay an ...

I just clicked on the link again and it returns the following: "The page you are looking for has moved, been replaced, or is currently unavailable. We apologize for the inconvenience."   Also, this happens with Office 365 SMTP as well, so it's not just an AT&T problem.  And besides this was all working fine and then ...

We've not resolved my issue, Ben. We've processed our first list successfully yesterday. After the process was complete I retruned to the list builder tab yesterday afternoon and again this morning, and clicked List Builder, when opened the only tab offered on the screen is step 2. As if the first list was not processed. ...

Hi ghawton, Sorry that I missed your previous request for an update on this. Unfortunately, I don’t have an update on the ticket at this time. I’ll raise it again and see if I can get you an update shortly. Are you positive that you were able to save email addresses in this format in Method previously? I don’t recall seeing any ...

Hi Kitty, I sent that link since a number of our users use Gmail for business and it was a common problem in the past.  Obviously not your issue and I appologize. Can you make sure that the email in the from area is matching the default email preferences?  If not, can you change one or the other so that it matches and test ...

 Hey Guys, I got this working now all by myself, another question at the moment i have the subject as the invoice number, but in front of the invoice number I want to put text so it looks like so. Invoice Number: 2100 etc. Any clues on how to go about htis ?

Hi Lee, Steps to add SalesRepName as a linked field: Go to Customize > Tables/Fields Look for the Customer table and click Edit Fields. Select Add a Linked field Select SalesRep in the Link Using drop down list. Select SalesRepName in the Linked Field drop down list. You can leave the Display As as is. Click Add Field Click Finished ...