Method Community

Hi pookiefeb I've had a look at automating the spell check but I haven't had any luck. Unfortunately, it appears the only way to do it is clicking the ABC spell check button in the Body textbox. Jeff

Hi AJ, It is possible to include an attachment in the email. Take a look at the Send Email action and you will notice the option for ‘Attachment Location’. If you use this with the Generate a Report action to silently run generate the report (un-checking the option to show it in a new window) this can be used in the Send Email ...

Neil, I did a quick setup with action results and I'm getting similar results as you.  I'll have to dive into this a bit further to see if its an issue with the action results.  I can get the link to show in a message, but it doesn't seem to work on Gmail.  Outlook shows the whole code.  This might be an issue, or ...

 Hi Amanda, I did have the Avery label tool bar installed in Outlook on my laptop.  I removed it and reinstalled without success.  Laptop is Vista.  My PC, XP,does not have any extra toolbars.  Not able to get the MethodCRM toolbar to install there either. Any other thoughts? Michele

Hey Ben, I have moved the character function and also the retrive value from table actions before the "send email" action, it still isnt replacing the merging field. Im not sure why its not working, is there something wrong with the settings? thanks Ben.

Currently I have the default set to the crm@domain.com account so that system emails are sent using this email account. All users have their own email credentials entered so emails they send appear to come from them. On our server, I have already given all users permission to send from the crm email account, yet this has not resolved the issue. ...

Hi Amanda, I can send out email without problem, thanks for your reply. The problem is our company has more than method account, and each account manager want to send email from their own email address, how to set up the email from and is that possible to send email without enter user name and password. I really apperciate if I can get solution ...

 HI Ronen, Just to clarify:  I do have a password, but it is never visible when logged into any of my different client's email preferences.  However it is there and the test email function always works.  I have and continue to receive the test emails.  It is the Activity email that isn't ...

Hello, On the add/edit Work Order screen, we have a text field that contains the job location and other comments. We send an email containing this information. The address(job location) in the email shows up as text. Is there a way we can convert it so that it can be recognized as an address on browsers or email apps? Thank you!

Hi industrialrobotix, By default, Method will send transaction emails to all of the customer’s contacts that have the “Opt-out of Billing?” box unchecked (set to ‘No’ in Method New). All of this is processed by the screen when you select the send email button. Creating a workflow that allows you to select the ...