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ello markisbond,     I got a little ahead of myself.  You have to customize the screen to get access to the buttons on a screen.  Right click on the screen and click Customize.  Then name the new screen and click Continue.  (You will be able to find the screen again under Customize -> Screens where you can ...

Matt, I read through the above and may have included much more information thatn you really needed.  In your case, to simply add the company name to the email template, you will just need to add Activity.EntityCompanyName (this is the merge field) to you email template.  The actions to replace this field are already included ...

Hi Steven, For email notification all you really need to do is add a Send Email action to your existing Cases screen. You could add it on the Save and Save & New buttons. You may also want to put some kind of flag in there to ensure you are only sending the email on the first save. Another alternative(Shouldn't need any customization) is ...

 Ian, Are you using the default screens or did you do any customization? If you are using the default screens can you email me the link you are using(Method short URL) and the email associated with it so I can test it? Or if you can add my email m.melo@methodintegration.com to a dummy customer and send out  a dummy email to ...

Hello, I am able to generate a report silently and email it as an attachment without an issues. Is there a way to attach a document that is stored in the DocumentLibrary table to an email. I have tried adding a few different fields to the attachment location option in the send email action, but none of them have pulled in the document. Any ...

Today, when saving a customer modification from the customer screen in Scheduling & Invoicing, I received the error "The Primary Email Address is Not Valid".  This appears when I have two email addresses in the field separated by a comma.  This has never been an issue before and is the norm in Quickbooks for customers ...

I have a new custom email template, and I've set up a default From field on it. When I send an email from a "New Activity" and select the email template, it does not carry over the From field I had set on the default of the template, and I have to retype it each time. Is there is way to populate the From field from the ...

Update: I tried to switch back to our SSL (TLS) server but received an error again. I did schedule a reminder using the non-SSL settings and did receive the email reminder without issue. However, another one of my staff setup a reminder but still received the error message stating the message could not be sent. The email has my email address as ...

[quote user="vdefabis"]Help is greatly appreciated.[/quote] Hi vdefabis, I customized this solution on my own account not too long ago - let me review my specific actions to pull the document location and I'll post up a reply.  I know one limitation is your document needs to be uploaded to Method and not SmartVault. ...

The following updates are now live for users of Method New Features / Updates Cases Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45567) Donation Preferences - Filtered out inapplicable options from the email template dropdowns, and updated the print template dropdowns to only show options based off ...