Method Community

I'm still in my trial period and trying to figure out the best way to handle multiple, large lists of cold/barely warm lists. A few times a year I receive lists of anywhere from 100 to a few thousand names that usually includes a name but then only some of the following info: company, address, phone, email address. Although the ...

When I log an activity via the outlook plug in, is there any way to log that incoming email and also hit a check box to send an email at the same time like with New Activities screen within Method itself?  Essentially I want to log both the incoming email and the outgoing reply in one effort so I have documentation of both.

Hi Kitty, When using merge fields on particular screens, i.e. the New Activity screen, you would need to use the table which that screen was built off of. For example, if you want to send out an email to a contact from the New Activity screen you would use Activity.ContactName as the merge field since the screen is based off ...

You mean Gmail Gadget is the same as Google Gadget?? I have seen this screen before. If this is true, it looks like the lead has to send me an email in order to activate the gadget. This opportunity came in a phone conversation.   In the meantime, I entered the contact information from Outlook into Method.   In another ...

I need to be able to fill in data in a field and have it autofill that information in same field but on another screen.  So that the fields essentially sync. For example I have a field called billing email on my customer screen.  But when I pull that customer up in an invoice I need it to populate billing email field on invoice with ...

Thank you! Working good atm! On that Email Sent page I have a body that contains an email template which has sales order numbers I need to go into my grid as well. Any idea how I can notate to pull and store the sales orders number to line up with the correct Record ID so when I send out an email in my task loop I have made I am able to have the ...

Hi Dominic Riccetti, You cannot run actions in the API. So if actions are being used to populate something like an action result in the UI, and then that action result is used in the send email action, you cannot do that via the API. The MethodAPIActionSendMail function takes in the parameters specified and sends an email. However the ...

The email settings are clearly a lower priority - since I first need to be able to fix the invoice issues themselves before I can email anything. Also, the invoice I tried to email (but didn't send) was created in Method, not QBO. Then invoices I'm having the real trouble with are the ones that were made in QBO. The biggest problem of ...

[quote user="Martin"]However I have still not tested wether this applies to customers that you email the invoice to direct from the system.[/quote] Based on your fix above, it will work for your customers if they have the correct regional settings in their browser.  The invoices we email is generated on the fly so the email ...

ok, and while you're at it, you'll need to work on the folllowing error I receive when sending email via list builder. And it would be nice if there was a much easier way of managing email templates.  As it is, I have to go into a customer, create a new activity, check the send to email box and then click the elipses by the template ...