Method Community

What causes the Account Reminder: Overdue Balance email?  I saw one go out last night that also didn't fill in properly for field merges.  I am suspicious it was somehow initiated by someone doing something in the portal:

This is what they Received:

mlepitt-

I don't think that email gets sent out from our standard portal. That email could have been sent out if someone created an activity and choose to 'Send Email' and selected the Overdue balance reminder template.

-Michael

It came from the account email address, not any particular user at 10PM, when no one employed at this company was logged on.  I did just supply the portal log in information for this particular customer at 6:30PM last night, which is why I thought it was caused in the portal + the timing.  I can't export the Audit Trail, I keep getting an error so I can't audit against that.

ERROR:An error has occurred. An email has been sent to Method staff. If this problem persists, please contact the Method Team at method@methodintegration.com.

mlepitt-

Try exporting the AuditTrail table using the Import/Export tool.

-Michael

mlepitt-

If the AuditTrail export times out another option is to export the UserSignInLog table, it may have some of what you need as far as who logged in at the time of the email being sent.

-Michael

That worked.  I did find that user logged in at 9:56PM and the email went out at 10:01PM, so I feel fairly certain somehow it was caused by an action by the user in the portal.  He was overdue, so it was accurate - just poorly implemented.

mlepitt-

Maybe the default templates email templates were changed.

If you go to the Invoice screen and click Print... > Customize Templates and click the Defaut Email Templates tab, do the templates here look correct?

Did the user make a Payment or Add/Edit a contact? Maybe they did and the wrong email template was set.

-Michael

That was it!  The customer made a payment and at some point we select a template for payments and it was that template.  I have changed it to the payment confirmation email and we should be all set now.  Thank you for pointing me in the right direction again.  There are so many things I don't realize are out there happening as a result of certain actions, it can be hard to track down until I actually get in and have customized it (on purpose) before.