Method Community

I'm not surprised that would want me to contact AT&T or Yahoo about this issue  . . . that's the usual technology blame game.  The problem with that is that this only happens in Method even though we use the same SMTP settings for all of our Outlook users as well as a few other applications. 

Hi Audisho, This error happens using either the custom of the stock New Activity screen. It also happens regardless of the "Send an Email" checkbox state. Template name is "Order - Draft Documents" Subject is "Please Review and Approve Your _______ Draft Documents" I would rather not include the body. I ...

For some reason there is no longer the option to save & email the invoice from method. I've gone into customize the screen and the "save & email" button is even there, but when I create an invoice the button is gone. why?

[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 items folder. Here's the ...

I am trying to duplicate the ability to send an email using an email template from the API instead of from within Method. I used Select_DataSetV2 to retrieve the email body from the template I wanted to use and then put the returned data in the email body field when calling the SendEmailV2. When I receive the email the body just shows all the ...

I want my users to send email from inside Method using their own email accounts. E.g. when customers receive an email from my salesmen via Method, they can reply directly to them, rather than a default company email account. How can I allow my users to set up their own email preferences so I (as the Admin) don't have to enter their email ...

Hi team, I haven't gotten into the nitty-gritty of the action lists yet, I'd just like to make sure what I want to do is possible in Method before I get designing. I found a post from Paul (here) where he says: "Attaching an PDF to an email is easy.  You would just use a Generate Report action, immediately followed by a Send ...

 I have started to create some email template and I have been using the "insert image" icon to create the email template.   The image being inserted is a jpeg file and I have tried a few different files -  I have been using file sizes 11.20 kb with a demension size of 136x157. The template saves the picture, and the ...

After updating to the latest version of Method, we have a problem with email addresses not auto-populating in the activity window when we check the "send an email" checkbox.  Here is how to duplicate the issue. 1. Create an appointment in Outlook and use the "add to method" button. 2. Associate the ...

Somebody recently asked me how to create an email message with line breaks.  So, I thought this might be helpful for other members of the forum to know as well.  The email body needs to be formatted with html.  Therefore, when using the character function to build a concatenanted action result that can be used as the body for your ...