Method Community

Hello Blake, We have removed the openID association with the Google email address you listed. Please have the user attempt to sign in with their Google account again. They will be asked to login to Method using the company account, username/email & password to re-establish the link. After they do this, they should be able to return back ...

Hello Robert, You need to customize your screen in order to have an attachment field. Currently the only way to attach a file to an outgoing email in Method is to create a screen based off the Document Library table, and even then it's a little tricky. There's no way to implement this on any screen that allows you to send email by ...

Hi Blake C, After you have set up your users within Method, please follow the following steps to make sure that you set their own e-mail preferences successfully: Go to Customize>Users. In the section for Edit an existing User, click on the Edit link for the user that you want to make the e-mail preferences settings.  In Step 2 of ...

Ashur, thanks. Yes, a sales order may contain ten line items, but five may be reservations for an event on the same day. These five would need to be selected and included in an email with the event details (address, start time etc...). I'll check the list builder screen for any pointers.

Hello MTN PATH, Yes , on the stock screen, once you create a case, you also get a copy of the email notification of the created case. And as you mentioned that you have a virtual email for ADMIN, so that could be the reason it is forwarding the email to you again.  -Inder

Hello Matt123, If your fabricator is someone you will regularly send information to, are they already in your Quickbooks system as a vendor or another entity? If so, what you could do is create another user in Method CRM, but not a user that is able to log in. You can then attach a Quickbooks Entity (vendor/employee/other) to that user and assign ...

This is hard concept for our customers, QuickBooks or Method, to understand.  They always see the an invoice, purchase order, etc. as a tangible object.  In reality the only thing that persists is the record in a database.  Each time a visual representation is needed it is recreated using a report template of some sort. Paul, ...

Emails sent via Method are actually sent from the host’s server (your server).  So the server name, the email user name and password is all Method needs to access your server – and you’ll need to input the server address where the username and password can be authenticated against.  No need to access via OWA.  As ...

[quote user="LaCrews"]A more cost effective but manual approach would be to have the actions occur when somebody logs in and triggers an on screen load event.[/quote] Just wanted to post up that this solution would work good for you - thanks LaCrews!. We have a date difference action to help you compare 2 dates. ~C

Thank you for your response.  But this is the email that comes when a lead submits an inquiry through our web form on our Contact Us page.  I didn't see this email in the list of email templates where you pointed me to...