Method Community

Your welcome Ben, you guys earned it. Here's where I'm stuck. I want to start over but can't get back to step one. I have myself entered as a lead so I'm on the list of FL leads. I thought if I just checked my record then selected process it would finish this process and I could start over. However all that did was take my name ...

Hey Aaron, I understand your question now. You want to be able to have an array of attachments in one action result. So you don't have to hard code how many attachments there will be and it automates on the fly. This should be possible as well. I would start by heading over to the Invoices screen and take a look at the Button under the ...

Audisho...while it is possible we've never saved those before it is highly unlikely.  We have a ton of additional fields added to the customer screens so every customer we have is touched in Method at one time or another.  Due to the additional tabs on the customer screen whenever we make changes to that data we run into this problem ...

 Hello Ian, It is possible to set up the email so that it picks up which Account Manager(user) is sending it, and uses their email address as the 'From' email. When setting up these Account Managers in Method as Users, ensure you enter a valid email address for them in Step 1 of 7 under User settings. The next step would be to set ...

Hi There, The Activity Notification is sent to both the Assignee and Assigner by default, but only if they are different emails. If you wanted to have your email in the CC field, you could edit the template you are using to include your email address. Thanks. Ben

Hi, we are currently running Exchange server 2007. I know my mail server settings, username and passworrd are correct in the default settings in method. I have had to enter this info for other softwares and had no issues. Unfortunately I continue to get an error - "Error^Action Sequence:32. Error with connecting server;current server: ...

For those of you out there trying to get Method to send out emails, just remember you have to setup the “Default Email Preferences” first. Don`t worry this is a simple one-time process. Let`s get to it! Follow the simple steps below and you`ll be on your way in no-time.  In Method, click Customize. Click the My Account tab ...

Hi Adam, Thank you so much for your help. I'm using the character function to create the link. I start with [ <a href=http://maps.google.com/maps?q=" ] then append the address and the rest of the link. When I send an email containing the result of this character merge, it shows up as text. Do you see what I mean? Thank you : )

Nick - I don't see us making the creation of the reports via the API a development priority any time in the near future. The core purpose of the API is to send and receive DATA back and forth from an external app to Method. There are exceptions (charge credit card, send email), but it's never ending. If we made the API from being ...

Thanks for the assistance Ashur. I have done as requested and the results are the same. The images show up in the template correctly but the test email does not show them. The following is the <img> tag code I used in the template: <img src="http://www.pjcbusinessconsulting.com/images/PBYLogo.jpg" alt="Paradise Backyards ...