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Hi Blake,  You can change the name of a report by clicking on the … beside the “Choose Template” dropdown in the “Send an Email” section when you create a new activity. In the “New/Edit Email Template” screen that comes up, you can select the template on the grid on the left which will then ...

pdirect- [quote user="pdirect"] And one more thing about list builder. I just sent out an embarrassing email to our customers. I had inserted the Customer.FirstName code and I thought that Method would eliminate that if the first name field was empty. But instead, it left it to look like "Customer.FirstName" if the first name ...

Hi Michael, Hey it works great thanks.  I am sorry to say this but there one more issue that i forgot to mention.  When the customer gets the email telling them they have a case, and the customer presses the url, it takes them to sign in page that requires them to have username and password.  Is this correct? I thought they would ...

 I have pasted in the HTML which Method generated and I passed along to my programmer. There doesn't seem to be any onsubmit functionality in the code. <!-- INSERT THE FOLLOWING IN BETWEEN THE ‘BODY’ TAGS IN YOUR HTML PAGE --> <META HTTP-EQUIV="Content-type" CONTENT="text/html; ...

Hi Ken, The reason why no validation was being done for you is because for form tag you have used, you were missing an important attribute "onsubmit" that was included in the original HTML that was produced by Method Web Forms. This is how it should look <form ...

Hello, I tried testing this out, by logging onto the default CRM Customer Portal as a Customer and then updating the 'Phone' field under 'My Profile'. The phone number for the Customer was updated in QuickBooks and Method in real time, no problem. Have you set up the Default Email Preferences under Customize > My Account? You ...

 Hi Elizabeth, One of developers did some digging and he found that it is one of the Microsoft bugs, which said - Messages may be sent as TNEF with a Winmail.dat attachment if the following conditions are true: You create an adjoining form region on a mail message (IPM.Note). Unfortunately, this is exactly what we are doing ...

 A little more detail might help. We have a generic email that all leads come in through email. I personally manage that and then assign the lead to the appropriate person. I would like the tool to recognize who the lead is assigned to and when each person integrates with Outlook it would recognize this. Currently I am assigning a unique ...

Hey Keith, Welcome to Method. Currently you cannot wipe an account clean. Once you have synced your Method account to a QB file, that account is then only good for that QB file. In order to sync another QB file you must have another account. If you could send me an email we may be able to reset this account for you. Otherwise you would need to ...

Nathan- Do you mean Categories? Method currently breaks up the templates based on Category. You can create a new Category by clicking ... on the Category drop down. -Michael