Method Community

Sorry for the misunderstanding and thanks for the clarification. What you're looking for can't be done as this is not something that has been implemented into Method. - Ashur

Hi, I customized our Credit Memo with the option to 'Save & Email' and it is not sending an email. My first error was that Method was not finding the email template to send. Then, after fixing that, I click the button, but it still does not send. Any idea where the problem is located? My Actions: Save All ...

I am trying to look through an activity grid to send email notifications to my clients. I loop through the grid and get the customer entity and use that to get a new field I added to my table called "NotificationEmail", I copy this into a local ActionResult and then generate a notification report and put the contents of NotificationEmail ...

Apologies, indeed you are correct. The templates you do have access to modify in relation to reminders/assignments are:  CRM_ActivityAssignedToUser CRM_Follow-upActivityforUser The automatic activity due reminders that go out are saved on the backend, and the template is used aross all accounts - unfortunately we cannot ...

Hi Jonsturm34, When an existing Method contact enters information through your web form, another lead will be created for them even if they enter the information exactly as it exists in Method, however, the name of this second lead will by suffixed by the next chronological number. For example if I already have Joe Smith as a lead in Method and ...

smohyee - try this out on our standard screens. 1. Activities >>> New Activity 2. Select a contact  with a valid email 3. Scroll down and check the option 'Send an Email?' 4. Select an existing email template now… Notice that the email body pre-fills. Try change the contents of the email body by adding your own ...

Hi Matt, The activity notifications are sent using actions on the Save buttons.  If you edit the save button and take a look at the actions, you'll see conditional statements that check to see if the user has checked the send  email notification option.  If this is checked, another action set is called that sends the ...

Hey, I have followed the steps from that thread; both using the default mail server settings, as well as overriding the settings for my sales person. The emails DO send successfully, however they DON'T appear in his outlook. My admin account which I used to set up the initial mail server settings does work, and the messages I send appear in ...

Hi Pookiefeb, Make sure that you are editing the Save button in the Add / Edit Activity section of the screen. When we spoke on the phone, I noticed that this screen on your account had already been customized. If any actions have been removed or added to the save button, the numbers will not match up. Look for the action description ...

Hi Chase, On which portal screen are you putting this EstimateStatus dropdown?  From what you have described, it sounds like you are trying to save the estimate status while not on a screen based on the estimate table. If this is the case, the status will not update. What I would suggest is that on the Submit button, include an "Update ...