Method Community

Does the Email Template support importing any type of file with graphics - ie a pdf or publisher file?  Trying to figure out if there is a way to actually do email "advertising" blasts  (including photos, tesxt, etc, NOT just text) using the CRM function in Method. I do understand that a single image can be imported, ...

We tried to integrate our webpage to method by using web form, and when we go to  the thank you email step, we found we could not type anything into the email body part, is there any way to fix it soon? thanks for help

Hello,  I'd like to email estimates within methodto other contacts and not just the main contact. ive got many companies with quite a few differnt contacts we work with.  Can this accomplished?

I have documents uploaded in Method.  I can not find anywhere on here or support center how to get that document to a potential customer via email with a a prewritten template.   Help!

Use the path: Sales Center | Contact Activity | Send Email | Use Template: General Follow-up I didn't see your linked field in the Customer table; did you delete it after you tested it?    

How do I include multiple customer "types" in one campaign? Each time I fill the list, I go through and select the customers to send emails to, then I search a different customer "type" and it deletes all the checked boxes I had previously gone through and selected. 

So the Above Conflict occurs when you are signing into QuickBooks as a non-admin user when the sync tried to take place. Are you able to verify you have administrative permissions on the QuickBooks side? Sync issues are a little difficult to diagnose over a forum post, its probably best we jump on a screenshare and take a look on your end. Would ...

Hi There Brett, Just double checked with the team here, and it looks like we've sent out a couple of invites to you. Are we sending to the right Email address Brett? The same one you used to sign up for your Method Forum Account? Other than the usual checking of spam folders/filters, would you be able to send me the email address you'd ...

Everytime I send an email through the Outlook plug-in, I get a message that says, "Login failed you have attempted to log in several times, please wait 0 to enter again". Then when I close that message box about 10 times it takes me to a search window that says "Please select a field to search for". It doesn't log it into ...

I can not seem to get calendar integration to work in Outlook. I am using Outlook 2010.  Some of my coworkers use Outlook 2013 (the desktop version, not 365).  Calendar syncing does not work in either version. I can create an appointment in outlook, and then click either 'Add to Method' or use the 'Syncronize'.  ...