Method Community

 Warren_nickus, I'm gonna correct my self about one thing in my last post You should not use the MethodAPIGetScreenURLV4  as the strattachment field value in the email function. Instead, use it in the body of an email. An example of doing this in method can be found in the Invoice or the sales orders screen. Look into the ...

Can I ask if you also received a Method notification email about being unable to send the emails?   This may be a case where users have Exchange server setup for relay restrictions.  The server comes back to us saying it couldn’t send the email due to relay errors, but actually sends the email anyway.  The thing is, since we ...

Hey Michael, I tried the no customization way and it worked. Just make sure there a no spaces when you add the ";" Anouther issues popped up. When i sent the case i got the email and it had a mini URL. When pressing it, it took me to a screen and asked for my email address and password.   Is this becasue Method knows im the Admin? ...

I have heard rumors of integration between Method and a certain "intelligent repository" cloud based document storage platform that is already tightly integrated with QB Desktop.  Unfortunately I have also heard from Method that they are waiting on the storage folks, and the storage folks have told me they are waiting on Method... ...

I work for a company that offers online safety training to individuals and companies worldwide. We have a lot of individual students and are looking to grow the B2B side of our business. As a part of this, we are launching a referral program, where our individual students can refer their employers to help make their workplaces a safer ...

Hello grif@myredhats.com,    I checked on my own account and the Send an Email? is not currently on the activities screen.  The goal is parity with Method:Classic so I know it is on the roadmap for future feature development iterations.  If an email has come in, you do need to manually copy and paste the email into the ...

Hi Ryan, I did a quick test this morning in my own Method account, mimicing what you are trying to do with your cases and Contacts Portal.  I logged into my Contacts Portal as a test Customer, went to the Customer Service tab, then clicked the "Question" button.  I filled out all the necessary fields, after submitting my ...

For a New Activity I want to do the following: Select an Activity Type from that dropdown (eg. Level 1 Exam). Launch a series of actions from that text change, specifically: Check the "Send and Email" box (which works) Select the "Level 1 Exam" email template (which doesn't work). I am using an "Enter a ...

I have had my web designer copy and past the web form code into my own website http://www.quick-training.com/contact.html The web contact would complete a Customer (Lead) and Opportunity in Method. I would get a long email stating there was an error....to long to even mention the content of the email, but the webform did complete successfully ...

Hello markisbond,    I'll need some more time to check this out myself as I have not done this before.  The Create Shortcut Method URL is an available action you put on a button click or focus event.  In this case, it is most likely on the button that will email the customer (but before the actual action of sending the ...