You searched for the word(s): email
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Agree this would be a nice feature. I have worked with other CRMs that allow you to bcc your CRM account with emails to create a record.
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Hey Mahlon,
That is a hidden table and is not accessible.
As per this thread, you do have access to users 'EmailSignature' field on the Users table.
-- Mortaza
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mlepitt-
Fields in the email subject now merge as well.
http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/12/14/method-crm-updates-december-10-december-13-2011.aspx
-Michael
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There are 3 steps involoved to switch to the new CRM.
Step 1: Switch
Go to Customize > My Account.
Scroll to the bottom.
If you are currently using Method CRM and would like to switch to the new CRM, click switch to this edition for Method CRM for QB Desktop.
If you are currently using Method Full Blown Edition(now called Method CRM ...
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Hi Scott,
Have you considering using tags for your U.S. contacts? You mentioned you have been through the Method Help Center articles, you likely came across this article, discussing Tags in detail. You could first create a "US" tag, which would group all your U.S. contacts together. You could then create tags for each ...
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How can I customize Method to do this? Since we have checked "send an email" already, Method knows this is an email and the activity should be noted as such.
Thanks!
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Thanks Dave. Your comment saved a bunch of debugging time. We've gotten everything working and have added send email to our stand API class library.
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Hello industrialrobotix,
The field 'to be emailed' on the Sales Order screen is actually the email option for the QuickBooks side. It is the same field in the invoices screen that is labelled 'To be emailed in QuickBooks?'. You would have to do some customization to add the email function to ...
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@jnairn - "I am going to use Google Apps Sync because my company currently uses gmail and I want to sync gmail with Method??? Google apps sync will synchronize my gmail with Outlook, which will allow me to synchronize my email with Method???"
-Google Apps Sync allows Outlook users to use Outlook and Gmail. That then allows ...
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It is the customer's email address and phone number that I would like to display on a printed estimate. Right now, I am able to show the email address and phone number on the estimate screen, and I have set up the estimate to display that information within report designer, but there is a disconnect somewhere that does not allow the printed ...