Method Community

Hi rmkc512, There is no way to have a case created froman incoming email. The ability to create cases is available through our stock Contacts Portal however, so you could encourage your customers to use this feature. Hope this helps. - Justin

Hi Blake C, As a security measure, the administrator has to create the users username, the initial password, and their individual email settings. After the user gets setup in Method, they can change their own password but not their e-mail settings.   Ronen

Nevermind.......I was momentarily confused b/c I had some default email prefs set and had some weird settings for a test user. I got it now. This post never happened

Hi There John, Sorry for the late response here. Happy to assist now however! Definitely seems like a strange issue, I tested the stock functionality, and as you mentioned it's working as intended. Are you able to email me directly with the Account/Screen in question? My email is <b.hargreaves@method.me> Thanks ...

Hey Scott, I agree that is very odd, especially since it is only happening to your one User, I'm pretty stumped myself at what that could be exactly. What we can try is, I can create a copy of the screen and see if I can find anything that looks off. If I do find any issues I can follow up with that information and you can make the ...

Hi Cameron, Let's take a look at the Send Email action: Most of the fields here would be static (the same every time), whereas your Body field would be dynamic (changes depending who edited what, etc.). For the static fields, you'll simply enter them into the Send Email action above. For the Body, you'll have ...

Hi Grif, It appears that you may have set a different email template to be used when sending an estimate notification. Unfortunately, at this time I don’t see an option to change this in Method:New, so you will need to login to your account in classic in order to fix this. Once you are logged in, navigate to a transaction screen (e.g. ...

Hi Meghan, At this point, if this still isn't working for you, I would advise you to call into the Method Support Line so we can troubleshoot this further, you can reach us at 1-888-925-6238x2.  You could also send me a private email on here or the email in my signature, include your Company Account name and contact ...

DBrunette- Watch the following webinar found HERE it goes over how reminders work in Method. You can send email text messages to their phones for work orders through customization maybe adding a Send Email button to work orders? In regards to the error you are getting can you enable MethodSupport on your account ( Customize > Users ...

wpdon, The "To be e-mailed" checkbox marks that PO as to be e-mailed in QuickBooks (QuickBooks has that same check box) it has no function in regards to emailing from Method.  You will need to customize the Purchase Order screen to get the results you want. I would recommend making a copy of the actions found in Print ...