Method Community

Hi swm023, Yes you can upload documents into SmartVault then have them appear in Method. After you've setup your SmartVault account and integrated it with your Method Account, login to your SmartVault page through their website (or their desktop application) and upload your documents to the Method Documents folder that has been ...

I just used your <img> tag in my own email template and it worked as well. Not sure why it's not working for you, are you able to see images from any stock email templates? Try using the November version of Method; Go to the Method sign-in page and click the Switch to the November version link on the bottom of the ...

Hi Todd, [quote user="Todd"]Is there a way to set up some basic packages then assign them to clients or do you copy similar clients.[/quote]Please correct me if I'm not understanding you correctly but from what it sounds like you want to setup different types of packages/services and be able to assign them to clients/jobs. If so ...

When you're editing your template click the HTML button on the form toolbar, then insert your link using the <img> tag where you want to place it. I just tested it and it's working correctly in the received email. - Ashur

Hi jwarren, [quote user="jwarren"] Under the Customers Screen after clicking ( Go To...) you have access to Customer Sub Tabs. How can we create additional Sub Tabs using data from custom tables? [/quote] Are you looking to add a grid into a new "sub tab"(tab section) on the screen? If so, you can make a copy of the ...

Hey Mark, Got an update for you: We have nothing setup to revert back to a non-tenant account. If the client wanted this done it would be very manual with a good chance for error. We also need to consider what would happen to customizations, since in a regular account tenantid is 1 for everything, but you could have setup a ...

Is there any other field on your screen where only the SO number's are being stored? If not then no, there's no way through actions you can pull a number from an Email Body because there would be no real 'value type' we can look for, and even then we wouldn't be able to separate it from the rest of the body. However, depending ...

Hi pjcoggins, We don't host email template images on our servers. What you would need to do is host the image(s) on your own server then include the absolute path in your email template which would look like this: <img src="http://www.yourserverdomain.com/yourimagefolder/yourimagefile.gif"> - Ashur

Hi VARC_Annette, What you're looking for is going to include some pretty involved customization. One way I'm thinking about accomplishing this is by customizing or creating a new table and use your own custom screen, but to limit some items from view for certain employees would take you quite some time, plus you can potentially mess ...

Hi Mario, In order to troubleshoot this issue I would need you to enable your MethodSupport user: Go to Customize > Users > click the Active checkbox next to the MethodSupport user. Once that's done let me know via email and also include your Method Company Account name, not your username.  - Ashur