Method Community

Hi vsrnt, Unfortunately there isn't really a way to do this stock, because that would require integration of your email clients emails with Method, which isn't doable. The best approach I can think of to accomplish this would be to have google gadget installed, then through the gadget manually create a case for every new support email. ...

Hi Laura, First of all, I hope you don't mind, I removed any personal information that was in your first post, but I did keep the one error message that gives us a hint to why you can't send emails anymore. "Response from Mail Server: Mailbox unavailable. The server response was: relay not permitted" This message likely ...

Hello SalesMan,      There are techniques that you can try that I found in another forum post here.  In summary, the idea is to create a contact for the company that holds the emails of all the contacts that receive the estimate.  For the email field you have each email address separated by a ';' mark. ...

Hi Brian, Sorry for the late reply.  There certainly is a way to attach documents. I would recommend copying and taking a look at the CRM_EditCase screen. You could essentially copy most of the actions on that screen and place them in your portal screen for cases.  You would be creating your own Documents section (like in the Edit case ...

[quote user="jessicagoodwin"] How do I import an Excel list into my campaign list builder?  [/quote] Hi Jessica, you can import the excel list through the import/export tool under Customize > Integration tools [quote user="jessicagoodwin"] Also, how do I add another field to filter by when making an email ...

Hi Nick_Warren From what was explained to me you can't do this the manner you are asking/suggesting.  There is no way to generate a method report using the API.   The good news is that you can accomplish your end goal by: using your API application to extract the data and having the application generate the report.  If you ...

Fran - love that you love the gadget.  Bring your clients on, it's stable.  Just email in with the requested domains so we can drop the invites. Now - onto your problem. We do have it so that "Activity Comments" becomes "Activity Comments (external - may be seen by your contact)" when "Email case ...

Hi csmp, If you go to Customize>Users, and you click on the Edit link for your user, in Step 2 of 10: Email Setup,  do you have a check in the checkbox for Use default email server settings? If you don't, please click Here for the solution article which will help you in setting up your e-mail server settings in Method from our brand ...

  In order to send the image within the email it must first be uploaded to a web server and hosted.  If you try and use the picture icon from within the editor, the image will not be saved or viewable but the recipient of the email.  I’d suggest first uploading this image to a web server and then use the web address ...

Kevin, We’re currently looking into this. You should be able to use From (optional) which is what will be displayed to the recipient of the email. I’ll keep you posted on any updates. The generic gmail address you’re using for authentication is not what recipients would see. Instead it will use the email address associated with ...