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  • Re: estimate emails not always complete when sending out.

    Hi John, I just tested out what you mentioned on my personal account and can confirm its happening for me too. Ive opened a ticket with our development team to look into this and see if we can come up with a solution here. For now, you could stick to the method you mentioned of sending your Estimates by saving and then Save&amp;Email separately. ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 11-11-2015
  • Re: When I assign an activity I get email for me to do it

    Hi There, The Activity Notification is sent to both the Assignee and Assigner by default, but only if they are different emails. If you wanted to have your email in the CC field, you could edit the template you are using to include your email address. Thanks. Ben
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 11-11-2015
  • Re: METHOD NEW - how to send email

    Hi There, The Contacts email in method will show up as a Mailto: link. This means that clicking the link will open up your default email program with the &quot;To&quot; field pre filled with this infomration. To Be Able to send an Activity notification in the Activity App, you will need to navigate to the Activity App preferences (Found by ...
    Posted to Method General Q & A (Forum) by Method_Ben on 11-11-2015
  • Re: TimeTracking Sync - ignores break time after unchecking the Waiting For Sync Approval

    Hi There, I cant think of any reason why this would be happening, but I did have a few more follow up questions for you&nbsp;to get a bit more context here? First, how are you calculating a break? Are you pausing the Timer and Starting again after the break is complete? When you say you are changing the Duration in the table, are you changing ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 11-11-2015
  • Re: Build a list of invoiced customers?

    HI Jason, I think the purpose of Mortaza&#39;s last post was to simply return a list of emails, rather than prepare them for exporting. In Mortazas solution, if you were to have a TextBox display the Action Result, you would then be able to manually copy this list and do with them what you will. Were you intending for this same screen to send ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 11-10-2015
  • Re: Estimate Template

    Hi Paul, Welcome to the Forums!&nbsp; Were you looking for help with anything in particular? We have a series of detailed Help Centre articles relating to the Report Deisgner if you were just looking for some general information. You can find these HERE. We Also have a series of Youtube Videos which show this process in more detail, you can ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 11-10-2015
  • Re: Batch editing

    Hi Martina, Considering you are editing such a small amount of records, It might be more time effective for you to utilize our Import/Export Tool instead of utilizing a custom screen. The basic overview of what you would do here is Export your Opportunities Table, Edit the records in a Spreadsheet program (Like Microsoft Excel) and then ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 11-09-2015
  • Re: Character Length in Field

    Hi&nbsp;Danielle, It sounds like you are doing the right thing here, but I wanted to outlined all the steps just in case youve missed something.&nbsp; To Edit the Size of a field in a table, you would navigate to&nbsp;Customize &gt; Tables / Fields . From Here, you would open up&nbsp;the Table you want to edit fields in by selecting&nbsp;Edit ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 11-09-2015
  • Re: Report Designer not displaying

    Hi Tate, The Links contained within Method that open up the Report Designer are actually download links to install the program itself. The Blank Popup screen you are seeing is a download window, you should see a file called MethodReportDesigner.application being downloaded when the popup shows. To edit your reports in the Report Designer, you ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 11-09-2015
  • Re: CRM Email Templates

    HI Jim, Is this just happening for one of your Customers,&nbsp;Or everyone except you?&nbsp;Its Possible if its just happening for a handful of your customers that they have Images blocked on their Email client.&nbsp; &nbsp;Would you be able to forward me the email your customer cant see the image on? My Email is in my signature. Thanks ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 11-09-2015
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