Method Community

Hello Mike,    We have the ability to send an email when you create the appointment (which is considered an activity in Method).  On the new activities screen, you can check Send an Email?.  From here you can select a template and send the client a reminder when the appointment is saved.  Unfortunately, Method does not ...

Dborey Thank you for posting in the forum.  1) Emails from Cases sending on behalf of another email address.  To rectify this please check the users individual email preferences.  Go to users, edit specific user and go to step 2. If the below box is checked then any email notifications will come from default setup in ...

Hi Bart, Based on your description this error sounds account specific and we in Support would likely need to see your account in order to determine the issue you are having.  Could please send me an email, either through these forums or the email address in my signature, include your contact information, Company Account name, ...

Hi Jennifer, This really depends on how you wish to approach this.  If you were to import each lead, several thousand a year, and few of which become actual leads then you may have thousands of dead leads in Method.  You can certainly do this, then possibly design a screen to 'purge' the list once in awhile. The bigger concern ...

Hi ubiquitas, There is no way to copy an entire action set from another screen. You probably won't need all 64 actions to achieve what you want, depending on what you're looking to do.  Sending the pdf (from Print Preview) is quite simple.  You would have to run the Generate Report action on the save button and attach the action ...

Hi tom, The function behaves the same for both leads and customers so I'm not sure why the user didn't receive an email notification. Does anyone from your organization receive Method emails? If not then I would recommend you check your email server settings/contact your hosting provider. I just created a test opportunity and selected ...

Hi parkerweb, Yes when editting a user click the Send email reminders before they are due check box on Step 3, you can get to this screen by going to Customize > Users > find the user and click Edit... on the same row as their name. You'll also need to enable Automatic Reminders in the Activity table: Customize > Tables/Fields > ...

Hi Andrea, Just curious when you added the fields for Portal User Name and Pass which screen and table was this related to? Our default contacts portal is based off the contacts table in Method and uses the fields we have in that table. If your customization involves another table or a custom portal built off another table you will need to take ...

Hi Steven, When you say notification, do you mean email notifications or Outlook reminders? Both are possible. The email notification is easier because you can set that up through Method actions to send the email at the point where the case is created. Outlook reminders are a bit tricky because you would have to create an activity and have it ...

Hi intbt, When a customer first registers for an account their password is sent to their email which helps prevent unauthorized access since they would be the only ones with access to their email account. If they don't have an email address they would not be able to get a password to begin with. If you customize the Contacts screen you can ...