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Method Community » Method Alpha and Beta Testing » Method Beta General Q & A » Known issues » Need Attachment Location in the send email action - significant limitation

Need Attachment Location in the send email action - significant limitation

Last post 12-02-2015 9:13 AM by Method_Loi. 3 replies.
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  • 11-21-2014 3:43 PM

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Need Attachment Location in the send email action - significant limitation

    Reply Contact

    We really need Attachment Location in the send email action. I have clients that really need this as they do not want to have someone need to follow a portal link to get to a simple document.

    I've been told this is on the roadmap, but if you're using beta you need to be aware of this limitation.

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com

  • 11-25-2014 10:45 PM In reply to

    Re: Need Attachment Location in the send email action - significant limitation

    Reply Contact

    Mahlon,

    There is a ticket in for this feature. When it gets added to Method:New I'll update this post again.

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me

  • 11-30-2015 6:18 PM In reply to

    Re: Need Attachment Location in the send email action - significant limitation

    Reply Contact

    Any update on when this might be available.?  This is a very often used feature in my customizations of Method: Classic and a significant limitation to customizing in Method:New.

    Victoria Cameron
    vcameron@cloudconsutlancyllc.com
    www.cloudconsultancyllc.com
    650/209-0345

    What is Method?

  • 12-02-2015 9:13 AM In reply to

    Re: Need Attachment Location in the send email action - significant limitation

    Reply Contact

    Hey Victoria,

    The update is on the 3-6 month roadmap.

    -- Loi

    Loi Nguyen
    Community Support Specialist
    Method:CRM
    l.nguyen@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
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