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Okay, so I had no problem sending out an email based on a text change using the action set that you gave me: Here's what I did: I copied the Customer List screen. Using the Text Change trigger on the Email field, I added the Send Email action. For Subject: > Type In > I entered: Sample Email. For Email To: > Type In > I ...

 Hi Shelley, From your post I understand that you want to place a 'Send email' button adjacent to the 'Email' field under the Customer List, in the Address Info tab section, correct? When you click on the 'Send email' do you want the Add/Edit Activity screen to pop up? This is the same screen that pops up under the ...

If you’re a small business owner, you are most likely involved in almost all aspects of your business, which can often result in an overloaded email inbox. In fact, for many business owners, the inbox has gone from being an effective means of communication to a huge source of day-to-day anxiety. If you get into the office and your ...

We know email marketing is a cost-effective tool small businesses want in their arsenal for connecting with customers and leads. This is why we’re excited to tell you about the new Email Campaigns app — an easy and efficient way to send bulk emails to your contacts. What is it? Email Campaigns is an app that enables you to quickly ...

Hi I am having problems sending emails to customers through the CRM system. Under 'activity' there is an option to check the 'send an email' box to send an email to the customer.  This used to work as I have sent emails to customers on a daily bases before but it appears that all of a sudden (over the past few weeks) my ...

Hi Stephen, This is actually a little more complicated than it sounds. Since sales orders don’t have an email template and the sales order screen does not contain an action set for sending an email, you will need to build these. To create the email template, you can copy the estimate or invoice template and modify it for use with sales ...

Nathan- If you go to the email template and click HTML to view the HTML, you should see some items like  <img src="/Method/AccountPages/TemplateMichaelMelo/ImagesPublished/Chrysanthemum.jpg" alt="" /> change it to <img ...

SO initially was using a normal gmail account for the admin for my account. Realised I needed google apps email to be able to use the google app. So changed email to an apps email is now giving me... test2@*************.com|Switch Accounts|Become a Vendor|Help|Sign Out You have requested Method CRM for QuickBooks® and Gmail™ ...

[quote user="billf"]How can I customize Method to do this?[/quote] Following my advice in the other post, you'll need modify the New Activity screen to trigger an "Enter Value Into Field On Screen" action when the user clicks the "Send an Email" checkbox.  A couple of good webinars for you on this topic ...

Hello BShall, I apologize for the late reply. From the error message it seems like it is missing the Default email preference setting. You mentioned that you are using google account and you tried to setup the email preferences but it did not send any email to your account. Did it give any error during that process? If not, try to setup your ...