Method Community

When I first set this up, I chose HTM thinking I could throw it into the body of the email.  It didn't work, so I chose PDF and attached it.  Then I got the email with an HTM attachment.  I went back to the action and confirmed it was set to PDF.  I then changed it to PNG and confirmed I get a PNG attachment.  I went ...

Is there a way to send a customer a generic portal login without sending an invoice etc?  I haven't been able to find a default email template or anything other than send an email w/ invoice or estimate that gives the customer a portal login. Thanks!

Hello, If I understand correctly, you want to input a customer and as soon as you Tab off the customer the rest of the fields populate with that customers information (Number, Address, Email). There are different ways to achieve this, one way would be to add 'Text Change' actions to the customers field. Within the 'Text Change' ...

Hello. When my customer's try to register to use the customer portal, they receive the following message: "Your email address was located, however it was located multiple times. You may want to try the 'Contact Us' option and explain that you have multiple accounts setup based on your email address." In Quickbooks, ...

Could you please explain you comment... "You'd most likely want to build the body of your email into an Action Result using the Character Function. Anything else would probably be static and you could set it so within the Send Email action." How would I build the body of the email with the Action Result and Character ...

I am in my first few days of my free trial of Method, and I am confused by sending emails in Activities. Namely, that I can create the activity and create an email, but when I save, the email is sent immediately even if the activity isn't scheduled for days later. Is there a way to delay the sending of the email., or automate it to be ...

I can not get my log into work on my 1 added user.   Pop up: We cannot find a matching login email and password. Please verify your credentials or contact Method Technical Support if the problem persists. I added the new user per the directions on the vid.  The thing that strikes me as odd is that as the admin in ...

Hello Erik,      Method has the ability to send emails to multiple people in the same company.  When a contact for a company unchecks "Opt Out Of Billing?" in the Edit Contact screen, they will get invoices sent to the company from Method.  This way multiple people from the same company can receive the same ...

HI, I'm a newbie. Trying to utilize the email templates feature so I can insert (via mail merge) contact info into a "hi, thanks for talking to me recently, here's a sample of our products...etc." type email. This would be an paper printed letter I would include within the sample box I sent to the client. Once I have an email ...

So I only want to email the docuement (or even just a link to it) that I've just uploaded into Method.  I want to add an action in the "Edit Documents" screen under the more actions button that I can click with the mouse and it will send the file of to a specified predefinded email address.  I've obviously found the ...