Method:Classic General Q&A

Re: Automatic emails when updates are made

Method_Ashur — Wed, 26 Jun 2013 20:14:16 GMT

Glad to have helped!

- Ashur

Re: Automatic emails when updates are made

DavidD — Wed, 26 Jun 2013 19:58:22 GMT

Perfect. I hid that email when saving button and made it default to unchecked. Thanks for the info

Re: Automatic emails when updates are made

Method_Ashur — Wed, 26 Jun 2013 19:34:20 GMT

Just to elaborate, there is a Email confirmation when saving? option on the Add/Edit Contacts screen. If this is enabled and you click Save & Email after making changes, both yourself and the contact will receive a notification (assuming there's a valid email address assosciated with the Method contact).

- Ashur

Re: Automatic emails when updates are made

Method_Ashur — Wed, 26 Jun 2013 19:01:48 GMT

Hey DavidD,

The email is only sent to the contact who updated the profile as well as the Portal administrator (you). By default emails are not sent out when Contact information is updated within the CRM, this only happens in the portal. Hope this helps!

- Ashur

Automatic emails when updates are made

DavidD — Wed, 26 Jun 2013 18:32:16 GMT

I set up a dummy customer account to access the contact portal. When i updated contact information inside this portal, an email was autogenerated alerting me of the changes. 2 questions:

1) Does this email go out to all contacts listed for that customer, or only to the contact associated with the changes being made?

2) When I update contacts and their info outside of the portal, in method crm, as a user for my company, are emails auto generated to the various contacts that I am updating? I assume not, but when i saw the auto email sent out from the portal I had to wonder if Method sends out emails to contacts anytime changes are made inside either system.

I have been updating various fields for my contacts over the past few days and would hate it if those updates filled up my customers email boxes. Thanks for your help on whats probalby a silly question