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Thank you, I added one more field string, but still getting the same response: <soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"> <soap:Body> <MethodAPIInsertV2Response ...

Michael, It looked like i had the Edit Cases and Case screen customized.  So I made it so your default screens are now working.  Two things happend, 1. I am getting a email that says, email sent failure alert.   2. in that sent failure alert email, the mini url takes me to the correct screen, The screen where i only have to enter ...

Hi Kelly, I need more details on the steps you took when trying to send the email. What screen were you working in? What steps you took? What button you clicked? I’ve included a post below as a reference for default email preferences. http://www.methodintegration.com/cs/forums/p/93/757.aspx#757 When setting up default email preferences ...

How can I create an Action Set that I can reuse on any screen via the "Call Another Action Set"? I am putting Send Email actions on Save Buttons on several screen and I am building the email using an Action Result and Character Functions. I want to be able to put all of that in an Action Set (or something reusable) so I ...

Thanks Mary! I would also add that there are some stock email templates that include a link to the portal for the customer to use to sign in. An example is the CRM_CaseUpdateForCustomer template.  If you are creating or editing an email template you can add the link by using a merged field. ...

NeilRick There are 2 different ways to accomplish this. Using an outside of Method API driven program that responds to a computer clock would work. A more cost effective but manual approach would be to have the actions occur when somebody logs in and triggers an on screen load event.

I've gotten to the point in my customization where I am working on emails. The templates are great for standard emails, but often times our salespeople like to modify a templated email to put a personal message to a customer. What I would like to happen when I click the "Send email" button on my screen is for the actual email ...

Hey Valbon, I've set up email in Method, and created a button on a screen that sends an email with an attachment. I entered my email server info as my individual user info (we use a GoDaddy webmail server, btw), so my emails are being sent from my particular email address. The email was sent successfully (to myself), but neither my GoDaddy ...

 Thanks gentlemen for both of your help! In our office we do currenlty use the activity list and filter through the due on or before today. This was a request by a client so i just figured I would ask. Thanks again for all your responses!!

[quote user="smohyee"]I assume running through the AR is more resource efficient than running through the value on screen when used by multiple functions.[/quote] Using the AR might be a little more resource efficient but the biggest reason for using an AR is code reuseability. ~C