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Hi Chad, Thanks. I actually had my consulting session the other day and we got it figured out. Turns out the user's email was overriding the template's From field when the template is selected. We had to add some actions to bring in the From field from the template, actually. I appreciate your help. Thanks, January

Michael I have had this issue in method for over 6 months.  It saves it, sends the email but it will say 0 sent.  I would say out of 20 estimates that i send one of those 20 i will get that message. A few times never got a message. This was method wise.  

Hey Aaron, That's great to hear! The pros/cons for both routes do make sense. In terms of sending out Estimates I feel like the approach you have taken in my opinion is better. As you stated, giving your Customers an option to print only the Estimate they want is more user friendly. Appreciate the follow up. - Mortaza

mlepitt- Maybe the default templates email templates were changed. If you go to the Invoice screen and click Print... > Customize Templates and click the Defaut Email Templates tab, do the templates here look correct? Did the user make a Payment or Add/Edit a contact? Maybe they did and the wrong email template was set. -Michael

The following updates are now live for users of Method.  Improved QuickBooks sync connection failure. (Ticket AS-986) Fixed issue with times on Time Tracking entries for QBO. (Ticket AS-781) Fixed issue with colons causing some customers not to sync. (Ticket AS-938) Email and Country is now passed when using Credit Card Processing ...

Further investigation...  Found that the installer unpacked the files to the directory.  Documents_and_settings\office_manager\local_settings\Applications_Data\Microsoft\Outlook\Outlook_Add-on_for_MethodIntegration.  ( I have several users on this PC but am currently using Office Manager) Several *.dlls and MethodCRMAddin.exe in ...

Hi Nancy - Thanks for providing that information. I've been looking into it, but so far coming up empty. Lots of other software developers complaining about similar issues of Gmail IMAP not working.....but the complaints seem to be old and Google appears to have resolved them. We are not seeing this in other situations so far, so I'm ...

We do this already in the Field Services app.  I recommend you follow the steps in the Field Services app on emailing a work order.  You can do this from the Work Order List screen and follow our lead by reviewing the actions under Customize.  

I’d venture to say that a majority of you are like me and throughout the day, the one application that tends to stay open the most often is Microsoft Outlook.  Okay fine, maybe iTunes comes in at a close 2nd, but does that really count?  Without Outlook, I’d be a very lost individual.  You laugh but it’s ...

Above and beyond?! This is just basic troubleshooting. We've had this problem ever since we started using Method, I'm just reporting it now.  And this ONLY happens in Method. If this were an AT&T problem we would be experiencing issue in Outlook, on our smartphones and other applications that use this same SMTP server.  ...