Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Lead New - Lead Source dropdown located under the ‘Lead Information’ section now provides the option to add new values to the Lead Source dropdown list by clicking the dropdown ...

Hi Again Saad, Thats for the Screenshots - Ive taken a look at the whole action set in your account and I can see whats going wrong here. Firstly - Your Character Function for the Users.EmailSignature action is contained After the Send Email action - It will need to be before the send email to make sure the merge takes place. For ...

Hi jsautel, These Types of error messages we see most commonly with Office365 Email integrations - Office365 unfortunately doesnt make it easy to set up mail relays. Have any of the credentials/settings changed within your O365 environment? It might be worth just navigating to your Default Email Preferences (under Customize > ...

Hi There, The Contacts email in method will show up as a Mailto: link. This means that clicking the link will open up your default email program with the "To" field pre filled with this infomration. To Be Able to send an Activity notification in the Activity App, you will need to navigate to the Activity App preferences (Found by ...

Hi Mikef, On the stock screen Save & Email becomes visible and replaces the Save & New button when the Email notification when saving? box is selected. It remains hidden if it is not selected. This is done with the actions in the screenshot below: Does Save & New appear on the screen? If Save & ...

@warren_nickus 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) the result can be used in the ...

Hi viret56, When you send an e-mail, the Send Email action within Method doesn't keep track of the e-mails that are sent. You can thought keep track of the e-mails that are sent through an activity. Within an activty, if you place a check in the checkbox for "Send an Email?", you will open up a section called "Send an ...

LAppeal- Going over your actions is something that we leave for paid consuting since we would need to look into each each to determine what is actually going on, but I will give you some general troubleshooting tips. If you are not getting an error message from a Send Email action, it means 1 of 2 things, the email was sent (could still mean it ...

Hi Matt, I am not sure which email server you are using, but some email servers (eg. Gmail, Yahoo) might not allow you to send emails using their server through unencrypted protocol. I believe this is the problem you are having. So, what you will need to do is in Method go to: Customize > My Account > Change My Account Preferences ...

Hi Ian, Can you make sure that in the Body portion of the "Step 6 - Thank you email" wizard you have a "Design" or "HTML" tab selected (and not Preview tab). These tabs are located on the bottom of HTML Editor control. If that is not the problem you are experiencing, then I am not able to reproduce this problem. I ...