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joanne330, There are many different ways to do something like this. You don't necessarily have to link any fields you could just create a text field on the screen and pass that value to the Send Email action. You can also use the logic built into the existing standard estimate screen and use our Contacts Portal. If you want us to create a ...

Great question! The reason why your "from" field is disabled and set to "donotreply@methodintegration.com" is because you haven't setup your own SMTP server. Quick tutorial on on doing that can be found here http://www.methodintegration.com/cs/forums/p/93/757.aspx Once your SMTP server is ready, you will be able to change ...

Pdirect, Right now drop downs that reference the EmailTemplate table aren't filtered by user but you can change the filters if you customize the screen. You should also be able to assign multiple reps to a email template through customization. The beauty of Method is that if you don't like the way something works you can change it to make ...

John, For any question particular to QXO it is best to post on the QXO forums since we aren't familiar with the features available in QXO as it is developed by the QXpress Team using the Method Platform. The only integration Method has with Outlook is through the Outlook plug-in. The outlook plug-in allows you to add any email sent through ...

New questions & issues: I created a new Activity(2) screen and customized the Complete, Save & Close button to include two new Character Function calls for the Contacts and SalesRep tables, so that I can use their fields for merging. (Copied them from the CF call for the Customer table, and inserted just after it in the If/Then sequence.) ...

Adam, I am not using Gmail – so I am not sure why that was suggested as a problem. I am using outlook and Method CRM. Maybe it a behind the system, the way my profile is set up? Below is what I have and what it looks like. Again, when I am sending out campaigns, this is what I get int he From area: Kitty A Walker ...

When sending an email from Method I get this error emailed to me instead. The problem is it will work for weeks, then stop working. It's mysterious.  Subject: [Method Integration] Eamil Send Failure Alert Body:  Email Send Failure Alert The following email failed to send. Method has tried to send this email via your ...

Hi dreich, Thanks for reaching out to Method Community! You can definitely add this to the contacts level in Method. Please see the screenshot below and look at the Email field. I have added two emails on the same contact by adding a comma in between them. Please test it and let me know if you have any ...

I updated as you had stated - in the company preferences and it still did not email as it should or even provide an option to email from the activity panel.  When I went to update the personal preferences, it gave me this error message: The Click event for Save failed to complete. Message: *An error occurred while inserting ...

Hi Michael, I put a Show Message action inside the loop and it did not show, so I know I have a problem somewhere. Also, I tried to watch the webinar:  Advanced Actions: Looping and Conditional Statements  Actions including: loop through table, send email, conditional statements Although it states that it goes over how to ...