Method Community

John- Gmail should allow this if you go into the Mail Settings for your Gmail account you should see a section for Forwarding and POP/IMAP. Make sure POP is enabled. -Michael

Hi Stuart, I got your email of the screenshots. The big issue I see is that your loop through table action is not setup correctly, which is likely why you're getting odd results. If you want to loop through the entire table, you have to setup the action like this: The Where fields are required. So to loop through the entire table, set it ...

This isn't a tab, tab link, table, or field. It's an action result which holds temporary values for your screen. So the value held within the resultTransactionEntity Shared Result is being assigned to an Action Result for you to use on your object/field. Can you please email me your Company Account name (not user name) along ...

Nancy - Okay, good news, I think. Your gmail was still assocated with your info@ email address in a couple places.  I have deleted everything, so that you can start fresh.  Please make sure you are signed into Gmail with nancy@ and try to use the "Sign into Method CRM" link again. I've got a good feeling that you'll ...

Hi John, I have had the idea for an equipment maintenance app brewing in my head for some time. I have begun some preliminary work on it, but not enough to be usable yet. It will probably be at least a month or two before I have something ready to go into beta testing, but it might save you the time and expense of creating it yourself if ...

No it dosnt and I have activiated the method support user so you can log into the account to see whats going on. Company name is Wildliferemoval The only template that seams to work on the activity send email page is the method overdue ballance template.

Hello everyone, We have looked at the webinars but haven't seen anything about emailing invoices.  I have just seen the email templates and integration with Outlook.   Thanks, Kelly 

In Method Classic, when doing an activity, I can send an email to the contact. However, in Method:NEW there is no option there. Also, when I click on the highlighted link for the customer's email, it opens up the computer's email client (I'm working on an iMac so its opening up MAIL).  Please advise.

mlepitt- Based on our meeting, this has been added as a suggestion to be implemented in the CRM though I can't give you a date of when. -Michael 

Hi Wayne. No luck on this solution.  When anyone in the company sends an email through method integration, the "from" is always listed as me, brian@dvdcopycat.com. Even when the "from" field is changed from the email.  Do you have any examples of any of your clients who have succesfully accomplished this task?