Method Community

Hi Glen, If you are referring to users in Method, these would be deleted with the reset. Of course you could add them again following the reset.  Could you actually call our support line to have your account reset? This won't take long, we just have to verify we reset the right account  Our support can be reached ...

What I want to do is have the attachments stored in a table with a reference back to the original record. As such there could be N documents related to each record and each record could have a different number of documents. I had seen the plus sign that you mentioned but it seems to limit it to 5 attachments max and using conditionals ...

Hi Michael, Sounds like you understand correctly. At a high level, your entire action set to prepare and send the email would do something like this: Initialize the action result which will hold the body, with this action result add any static text (before the table) to the body of your email, and initialize the table's ...

Hi Michael, Emails can contain multiple attachments, when setting up the Send Email action you can click the plus sign beside the Attachment Location field to add more attachments. If you're not sure how many attachments you need, you can use conditional statements to setup different combinations of Send Email actions with different ...

Do you know our company name (to be able to do the reset)? I assume that the reset leaves my 2 other users still attached to the company file. Let's do it. Thanks. Glen

Sure Glen. Just to confirm, after the reset you will lose any customizations/screens you have made in your account. Your account will be in the same state as when you first signed up. Want me to proceed with the reset?

Please reset my method account so we can start fresh again. Thanks Russell. Glen

I'd like to create an email that includes all relavent files. How can I achieve this especially if I'm not sure how many attachments there might be. --Michael

Thanks Russell! If I understand correctly, the action result used in the body field in the send email action needs to contain the dynamically generated rowset from the database in HTML format.  But what action type would be used to "accumulate" each row from the loop, which is what ultimately becomes part of the HTML code?

Hi Glen, Method is designed to be used as an add on to QuickBooks, and always connected. Although it is possible to use Method on its own, you won't be able to take full advantage of the platform so this isn't recommended. It is probably due to to the disconnection between QuickBooks and Method that you are getting the customer ...