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  • Re: Web-To-Lead for Applicants

    Hey Paul, we had a error on a WTL form that returned this in the email to us. Can you evaluate? Your client had encountered an error with web form Moxie Girl web-to-lead. This may be due to incorrect setup of the web form. The error encountered was: 2012-Apr-06 02:26:34 PM could not be found as a possible value for field ...
    Posted to Method:Classic Web Forms (Forum) by mrjonboy on 04-10-2012
  • Categorizing between screens

    Hello all! Here is a break down of what I am trying to do atm. Currently when an email is sent out for a Shipping notification from my company the email is then stored on a screen called Emails Sent. I am trying to have a "Email Type" saved on the email that after it is sent from the "Shippment screen" it shows up labeled as ...
    Posted to Method:Classic General Q&A (Forum) by NeilRick on 11-05-2012
  • Re: Not Started Items Marked As Completed

    Hello Jim, Here's my answer. If you want to create a future activity for the case you should use Schedule a Follow-up option. Let me explain in this way when you create a case on the basis of imcoming call, email etc, you create a activity for that. Since that activity(call, email etc) is already completed you do not set a future date ...
  • Email Template

    I have a custom field in the ItemService table called URL. It's for entering the URL of a link to download a brochure. Is it possible to insert this into an email template, but hide the link and label it 'Download'? I have tried using the standard link button on the template editor and editing the HTML. Thanks.
    Posted to Method:Classic General Q&A (Forum) by andy on 09-30-2013
  • Re: HTML Link in "Send Email" Message

    Neil, The <html> tag won't work.  Try using <br /> before the link.  You won't need a closing tag for this, so you'll only have the one instance of it.   - Adam
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 01-11-2013
  • Campaign email filtering

    We have successfully imported and loaded all our US leads for a dealer campaign we are launching. We've decided to work our leads state by state. We want to filter our US lead list by state but we can't find a way to accomplish this without building completely seperate campaigns for each state. Studied the webinars, read the help center ...
    Posted to Method:Classic General Q&A (Forum) by lsdrury on 10-07-2013
  • Filter options in list builder for email campaigns

    How do I import an Excel list into my campaign list builder?  Also, how do I add another field to filter by when making an email campaign (for example: region)?
  • Email Send Failure Alert

    getting this email Mail Server smtp.gmail.com Response from Mail Server Failure sending mail. Unable to read data from the transport connection: net_io_connectionclosed. Company Account cipaf Server User micahk@cipafilter.com Use ...
    Posted to Method:Classic General Q&A (Forum) by Micahk on 09-15-2017
  • New! Personalized Dashboards Simplify Your Work

    If “getting organized” was your new year’s resolution, we’re right there with you. Keeping your business organized ensures everyone is efficient and focused on the right work. With that in mind, on January 12th we’re releasing new dashboard features to give each Method user a home-base personalized to their role, ...
    Posted to Method General Q & A (Forum) by Lynda Byrne on 01-11-2016
  • Send email body - number of lines

    On the Activity screens, there is an option to Send Email.  I would like to make the body section have more lines to work with.  Currently it only shows 6 lines in a scrollable pane. I have Show in HTML Editor checked to Yes. Is there a way to make that editor section larger.  In the Text Box properties, I have number of Input ...
    Posted to Method:Classic General Q&A (Forum) by kefpa01 on 09-23-2015
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