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You searched for the word(s): email
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Hi there,
Are you trying to send a PDF of the Estimate or Sales Order? If so, may I suggest a better approach? The default Estimate and SO screen’s will have a ‘Save & Email’ button which will send an email to the customer for that particular Estimate or SO with a link to the customer/contact portal. From there they can do ...
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Hi Bryan,
Currently it is not possible to send a ‘Silent Email' through Method. What I can suggest is creating a screen that you will visit once a day that will have the send email actions built into it and click a button once a day that will perform some checks and determine which customer should have an email sent to them or if you ...
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Kelly -
Just to add to Ryan's post. This is not a *Standard* feature in Method's invoice screen. It is something you can pretty easily add yourself, though, via customization. Method does support creating and emailing PDFs - we just haven't made it standard on the invoice screen yet.
Paul
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The answer to the email issue is this:
With method the email entry on settings is not the same as your email settings on outlook
You just need any email smtp server - I used a gmail address
This is used to send the email.
Your individual email addrsses are set within the account and are mimicked by whatever smtp server that you use
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Hi Inder -
Yes, thanks to your team and Tiffany I've got it working.
One of my many issues was that at the bottom of my character function, I was not reassigning the result back into resultEmailBodyMerge.
For anyone else that comes across this thread, here is my complete solution to formatting dates in my ...
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In the Customer list screen I edited the properties for the email field. In step 2. I selected add action. Event = text change.
Action was send email. As far as action properties go subect is value from screen (customer:Customer) Email is type in ( a gmail address) The email from is a type in (my work ...
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Try this and let me know if it works
To update your email address for notifications:
Sign in to My Account.
In the Manage your QuickBooks page, select the product or service you would like to manage.
Check if you are logged in the correct company by looking at the top right corner. If not, choose the correct company from the ...
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Hi Method,
When I send email by Action, does this email is sent out immediately? Or are they queues somewhere?
Last Friday, me and my client are testing email for a new system, once the email button is click, email action is done correctly. But we wait for two hours to see emails. At the beginning, I thought that the system got bugs, so we ...
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Hey Conner,
From THIS thread:
[quote] I wanted to chime in here since this already works on my end even with the Outlook plugin. I went into Method to send an email using one of our email templates, once the email was sent to the customer (my sample "Amy Smith" must hate me) I went back to Outlook and the email does appear in the sent ...
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We're seriously looking at the Outlook plug-in but before we install there's a question we can't find an answer in your very detailed support information. Without the Outlook plug-in installed, when I click on a contacts email address to send an email this will open a new Outlook email window to compose and send the email. This is ...
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