Method Community

Thanks, The only way i see is to email my customers that i can retrieve on the work order list soe for example if i select all work orders in date range i can get a big list of customers who have had servies performed, the problew with this method is there are many duplicates, how can i email thru method from 1 customer list? and how many can i ...

Hi Innovative, There's no limit in the amount of emails you can send via Method. However there may be a limit imposed by your email provider, especially concerning Open Relay messaging. I'm not sure whether or not Google has any limits imposed, however it would be best to check with them or search for the answer using a search engine. ...

Checked some past posts about this subject and am still unsure how to do this. I have created new fields in customer that I then want to use when creating a list. I see I can add the same field name into the ListBuilder table but then how do I populate that data from customer into listbuilder? thanks

Thank you so  much for your help. I can make that editable right? And then link it to the contacts form so the informtion is then converted over once they go from a lead to a contact? You have been a great help... I really appreciate it...

how many emails we can send thru method thru our google account at 1 time that will not get me in trouble for spamming

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 ...

Hello, Sorry, to clarify, make sure that it's a custom TEXT field within the table itself.

Hello! Yes, each field will be a custom field within the table itself. And yes, the CSV file looks to be the correct format as well.

Thank you. So would each field be a text box? also I believe that the way the csv file is set up now would be the correct format right ( the attachment in first message) Thank Again

Hi Angie, You will need to add in another action before the Screen pop up action in order to retrieve the customer'sRecord ID from the Customer table. You can do that by using the Retrieve Value From table action which you will need to store in an Action Result, then for your Screen pop ...