Method Community

Hey, I would suggest making a copy of the Listbuilder screen and looking at the actions on the Process All button.  In the action list (at around action 23) you will see the Character Function being used and specifically the merge fields function.  What this does is it takes database terms in the email template (your merge fields) and ...

Hi pdx971, You could definitely create a dropdown that references the Solutions table, and pair it with a button that inserts the solution into a field on screen (say, the Email Body field on the New Activity screen, for example). You could also set up a Knowledge Base, which is an external, public resource that you can direct your ...

Hi RadioGuru, I have replicated these inconsistencies and will now log a ticket with our developers. Unfortunately I can not give you an ETA on how long this will take but I will update you as soon as the ticket is updated. As for a workaround, perhaps you could copy the underlying HTML code from the source document and paste it in to the HTML ...

Hi Chris, When using the Method ListBuilder feature, what you are doing is considered a relay through your mail server, Method is relaying your message through the smtp protocol.  We have found that some Service Providers by default block the ability to use this feature, also known as "Open Relay".  This could be the ...

Hi Jonsturm34, This would depend on if the e-mail template that you are using is your own created from scratch or based on one of our stock templates. If the e-mail template is from one of our stock templates then you can use the Merge Fields feature to pull in your signature easily by using Users.EmailSignature. If your e-mail template is ...

Hi babbott,  This is a feature that is currently not built into Method but can be added through some customization. You could start by creating a new screen that is based off the DocumentLibrary table. From here you would have to add the Document field and a grid and retrieve the selected document in a Send ...

Hi rcclarkcpa, Currently the only way to attach a file to an outgoing email in Method is to create a screen based off the DocumentLibrary table, and even then it's a little tricky. There's no way to implement this on the List Builder screen or any other screen that allows you to send emails by default. You'll have to end up creating ...

Hi Scott - welcome to Method! Method does not have a feature to send automated emails in that respect. However, we do have some automated 'system' emails that are sent out to serve as activity/task reminders or alerts if the Method user opts in to get these reminders or SMS alerts. Keep in mind you can certainly use Method CRM to send ...

No, that's not a standard feature.  But you could add that through customization: 1. Add a new field called secondaryemail to the Users table. 2. Create a simple screen based on the User's table.  It could be as simple as having only a grid with the fields you need, and making sure it supports edit. 3. On the button that ...

Pdirect, I'm going to assume that you are formatting the text in our text editor. I just tested it out and it seems to work. The next time before sending an email click the HTML tab at the bottom of the editor and let me know what you see. You should see something all the lines of the following <p>This is a test in ...