Method Community

By setting up a new user that cannot sign in, am I paying for a new user still? Also, I am doing a dummy one to test it out now, when it asks if the login is Active do I say it is even though the user will not be able to sign in?

As the admin I have set the default email server settings and have successfully tested sending emails from my account. When I tested sending emails from one of the sales peoples account, it sent the email successfully but did not automatically put it in their outlook inbox. The problem might be that their method account didn't have the ...

Greetings, when i send a email with method im using att.net...its a paid service. Well im getting rid of it.  If i use gmail, will this work with method when i send a invoice or estimate using the save/email button?  Thanks John M

The Estimate.CustomerFullName is a linked field to the Customer table. This was created at some point in the past, I'm not sure who by. And after exporting the table I can now see that that it replicates the Estimate.Customer field. Could this be the reason why the field doesn't display? Just for future reference.

Ben -  Thanks. I'm pretty sure you have nailed it. I think the recipient had images blocked when retreiving emails. Thus, the picture didn't show up in the email until the recipient requested the picture to be downloaded.  The issue is closed. Thanks a pile. Jim

pdirect- The link that Danny posted brings up a page for me. We have another forum user that I know of that uses ATT yahoo I will see if I can get in contact with them and see if they are having similiar issues and if they were able to resolve it. -Michael

Hey Aaron, As per our last thread - why not add it as a second attachment to the Send Email action? Give that a try and see if it will work in your case. If not we can further troubleshoot. - Mortaza

Fred- Using the Date Function action you can format a date to not have the time displayed, once the date is formatted you will have to use a character function and merge in that formatted date into your email. -Michael

Hi Tiffany, Can you tell me which screen and email template this is for.?  The character functions for the merge fields may already be in the actions depending on the screen you are in.  Different screens will have different character functions. For instance you'll find character functions for the case merge fields on the ...

Hello Cindy,    Sorry for the delayed reply.  The emails take the data from the table itself.  This means the field characteristics are set on the table.  You may have two types of fields.  One is Money and goes to two decimal places.  The next is decimal, which can be of any length but the length is defined in ...