Method Community

I am in my first few days of my free trial of Method, and I am confused by sending emails in Activities. Namely, that I can create the activity and create an email, but when I save, the email is sent immediately even if the activity isn't scheduled for days later. Is there a way to delay the sending of the email., or automate it to be ...

Right

Ok, thank you for your response!

Hi sunburstaz, Could you try again? This may have been related to an issue we were having. If it's still happening, it may be due to a bad script or field in your report. - Justin

Hi BuegeCJ, There is no way to host custom fonts in the Report Designer. While using Method, reports use the Report Designer’s components within the Method servers, meaning that only the fonts available on the Method server will print on the report. Take a look at this Help Center article to get a better idea of how this ...

Hi Helena, You emailed in to support@method.me and we were able to help you with this issue over the phone. - Justin

Hi Mike, If you're going to be importing using our Import / Export Tool and the import fails, the record simply won't be added to the table. If it succeeds and you'd like to delete the record, you will be able to delete it (assuming you haven't added any transactions for it). If you'd like to back up your table ...

Hi Mahlon, To clarify: the field you're trying to link is also a linked field in the table you're linking it from, correct? Let me know. - Justin

Hello! I am new to Method and Report Designer. Appreciate any help to accomplish a simple task. Objective: To produce a report for all existing opportunities (one line per opportunity) with the last activity (with assigned person, due date and comment) I have tried using the CRM_Opportunities_ByType and CRM_Activities_WithComments but ...

At the end of the day, we click on each work order and click a button to send a follow up e-mail. Now, we are getting a little more creative.  We have created a landing page for each technician performing the job with a custom link.  Is there any way to auto format the links in the e-mail template to the "assigned to" on the ...