Method Community

 

Search

Page 1 of 1 (2 items)
  • Re: Attachments to emails and activities

    Hi - It doesn't appear the document library is available to attach to activities unless I'm missing something.  I also don't see the field "attachment location" in the "send email" action.    Atleast it's not available on the version of Method I'm using.  Please advise.
  • Attachments to emails and activities

    Hi - I am trying to figure out how to add attachments to emails and activities.   is this not available in the system?  We are a third party administrator for health benefits claims and need to be able to attach documentation for activities and emails.   Let me know. 
Page 1 of 1 (2 items)