Method Community

Hello, I rebuilt the template and deleted the original. That seemed to do the trick. There was clearly some type of link  associated with it, but not sure where or why. Seems to be working correctly now. Thanks.

Hello forum, I have created templates to use on my campaigns. My campaigns are just emails with information about information needed for our firm during tax season. What I am seeing when i have been testing my emails are the FROM section has a long format like this: Kitty A Walker [cj@cjspadycpa.com]; on behalf of; Kitty A Walker ...

I am planning on using Method for a bulk email blast to leads. I do not see a way to attach a document after building the list and composing the email. Is this possible to do?

Is it possible to add the subject of an incoming email in Gmail when adding an activity using the gadget? My goal is to be able to send an email reply within Method that uses the same subject as the received email, as if I was replying in Gmail.

Hi,  I did all of the steps last week.  I just went to email a customer in an activity and it did the same thing and pulled up the previous person.  Whatever I did didnt' work.

Tiffany, Sorry my apologies.  You'll actually have to copy the QuickBooks_Invoice screen from Customize > Screens.  Then edit the copy and click edit on the Save & Email button in the Footer section. - Adam

Hi Adam, Thank you so much for following up. I will review with my boss as she has access to this screen.  You and Ashur have been VERY Helpfully (I do not use this word lightly)!   Thank you!

Had the same issue.  ATT thinks your server or computer or methods server is sending spam and it has been blacklisted.  I was doing fine for a while then all of a sudden i was getting all sorts of error messages and then it just stopped.   The only way out of that is to call att and tell them of the issues.  We pay ATT for our ...

Thanks Ben, Let me make sure I got this. Step one: is to add all the tags we expect to sort by to an existing record in method. Like all the states, Dealer Type, etc. Doesn't matter who Step two: Export the leads contact table with the fields you showed. Step three: Then sort the records so we can add the appropriate tag, correct. ...

Mike - old post, however, I wanted to follow up with you that we are now accepting invites for the Gmail Gadget for Google Apps. Thank you for being so patient - this one took us a while to get up and running. Read more here: http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&id=204 Hope all is well across the pond, Paul