Method Community

Hi there, I acually just filled it with my contacts list, which don't have duplicate entries when you search them under customers. The only time they appear multiple times (sometimes up to 7 times) is when I am in the campaign.

How do I include multiple customer "types" in one campaign? Each time I fill the list, I go through and select the customers to send emails to, then I search a different customer "type" and it deletes all the checked boxes I had previously gone through and selected. 

Thanks for the suggestion, I passed it along to our dev's so lets cross our fingers and see what can be done! - Ashur

Hi jessicagoodwin, If you only need to remove a few duplicates you can click the check box next to each contact and click Remove Checked at the bottom of the screen. However if you have a large number of duplicates then we need to know how your list was created. When you used the List Builder how did you fill your list, did you fill with ...

Okay thanks.  Would be a nice feature for you to consider implementing in a future release.  You have done a great job with the gadget making method very google centric.  This would up it a notch in my opinion for those who like to work out of gmail as much as possible.  

How do I remove all the duplicates from my campaign emails?

Sorry for the misunderstanding and thanks for the clarification. What you're looking for can't be done as this is not something that has been implemented into Method. - Ashur

I already have my email setup in method the way you described and am using gmail.  But when I am inside of method and need to email a customer I see no way to email unless I use the native client inside of Method (this sends with my gmail account correctly but still uses the native method interface).  I could ...

Also, How do I go about adding a self populatuting address field box in the Add/editwork order screen so that when I enter an already existing client, the address pops up - I've had some problems with duplicate client names getting confused and this would stop that happening.

Hi Shane, Yes you can change your Default Email Preferences in Method CRM by clicking on Customize > My Account > and then click on the (view / edit...) link next to Default Email Preferences. Finally, add the outgoing (SMTP) information for the mail server you would like to use. This can easily be found by performing a Google search. ...