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I'd like to export everyone that has a check box in "Opt Out Of Marketing"
What table do I find that so I can export to excel?
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Why are the the received payments added to the invoices to the bottom line total and not credited?
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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 ...
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Thanks Mary! I would also add that there are some stock email templates that include a link to the portal for the customer to use to sign in. An example is the CRM_CaseUpdateForCustomer template.
If you are creating or editing an email template you can add the link by using a merged field. ...
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Thank you for your response! I see now what I was doing wrong. As a follow up question, can a team leader be assigned to multiple teams?
For example on Monday Rosy and Lou are scheduled to clean 3 homes together and Debbie and Linda are scheduled to clean 2 together. Both teams have Alaina as their team leader (User). I would like to be able to ...
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Hello ElginMaid!
I'm assuming you're using the Field Service Operations.
In order to get the default teams set up you have to do things in a particular order.
You probably did this but make sure that you "Edit Team Member Defaults"
- You can find this in Time In/ Time out tab when you edit a ...
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Is it best for me to just call in?
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Hi Marcelo-
You can find the web address for your portal by going to the Customize tab in Method and selecting the Portals tablink. There will be a link on the screen that says "Get sign-in page web address..."
To get customers to sign up, you can email them the portal web address, but a better way to handle this is to create a ...
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I set up my email signature in Customize Users screen. But it does not show up in outgoing emails. I've BCC'd myself on some and the signature does not go. I cannot locate a button in the email writing activity screen to add the signature either. Is the signature set up only for templates or can I just write a ...
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I'm a new user, trying out Method to see if it will be a good fit for my company. I've been watching the webinars and trying out the different things they're talking about. My concern right now is that I can't figure out how to actually USE the teams I have set up. I have 3 set up right now, assigned to different users.
How do I ...