Method Community

David,  This email template is sent out in two places. First, from the Customers>Receive Payment screen. It won't be emailed to all contacts, only the contact that is specified on screen (in this case... me!). Also, the email will only be sent if Email payment notification when saving? is checked.  See my ...

Hi LaCrews, There is no 'Use my preferences' flag in the function signature. Did some digging it is possible to leave the value blank....and still have it send an email. What you need to do is for the user that you are using the credentials of to validate your api access....in step 2 of 10: Email Setup. If you uncheck the 'use ...

Hi Alex, When you send an email from your Method account, it is first sent to the Method email queue. The Method email queue processes each email and sends it out via the specified email server on your account. If you have not specified an email server, then it is sent via Method’s email server. We had some issues with outgoing emails last ...

Hi Jdibona, Yes, you are able to change font type & size for email templates. To do this, you will first have to: Go to the Home tab then click on the Email Templates tab link. Edit the specific email template then click Save. *Note: I highly recommend making a duplicate of the stock template before ...

Happy Holidays! Unfortunately we do not know who precisely uses Exchange 2007 with our software as all Method does is store some SMTP authentication settings. But we welcome any kind souls out there who come across this post to share information regarding setting up Exchange and Method. Regards, Denis

Hi Navitha, In the email template, you can retrieve the data from the Method tables by having merge fields which will allow you to have values from tables appear in your e-mail, such as a customer's name, the total amount due on their account, or the e-mail signature of the user sending the e-mail. There are two steps to setting up merge ...

Kevin, Can you please verify the following: 1. Go to the Customize tab and click Users. 2. Click edit beside your user name. 3. What email is specified for this user? If I understand correctly, you are using the generic gmail for authentication purposes only? The From email should be based on the user and pulled from the email ...

Hi rollerman, I might be late to respond to this query and you might have already find the solution for this. BUt if you have not and for those who are wondering how to achieve this, here is an easier workflow. You can achieve this by adding a tag to the contact list or the list of people you want to send email to. Then you can use our stock ...

Hi NeighborhoodGutters, Looking at the error in the screenshot, it seems like there is an authorization issue on your Gmail settings. This could happen for two reasons: If you have recently changed your Gmail password and did not update in Email Preferences. If Allow less secure app option is on your Gmail account. You can fix ...

Hi Wayne, Adding the ability to include attachments in emails sent from Method requires customization. I wrote a post for adding this functionality to the list builder screen yesterday. You can take a look at it here. This can be easily adapted for use with the activity screen. Feel free to reach out to one of our partners or your account manager ...