Method Community

When I search two names appear, the customer lead that was in method before, and the new name with the new email address, but it does not have a "type", and the gadget does not find it.

GetRXd, 1) Why would you add an email field to the Estimate Line grid? Are you referring to the Estimate screen itself, or the Estimate Line Grid? Either way, adding this to your Estimate table wouldn't make it available on your Invoice table, you'd have to add it there separately. 2) You could probably design a report in Report Designer ...

Ok, that makes sense about having objects in the section to move it. I'll give it a try. FullName is there but I'm looking for 4 specific fields.  On the NewCustomer screen, when we are creating sub-customers, there are 4 fields we use. I want to make sure I have those exact same 4 fields on this new section of the EditOpportunity ...

TogsTeam, To add a linked field to a table, that table must have a drop down that references another table. You will be able to link all fields from the drop down table. What you could do is, use a combination of retrieve value from table actions and the Merge Character Function actions to get the information on an email. -Michael

Hi Laura, I would check steps 6 and 7 of the Web-To-Lead setup and confirm that the information is accurate. It may also be a good idea to check your Default Email Preferences under Customize > My Account and click Save & Send Test Email. -Michael

I got it to work. I disabled the chome viewer and its downloading the pdf to my download list. Double click and i see it.  Works for me.  I tested the save and email button and my cusomer can read it every time.   I could make two buttons. One for downloading and the other to view.  Works for me. John M

Method already keeps all your customer history and follow-ups in one place, but we’re taking small business customer management up a notch with our Gmail Gadget  — a tool that brings your CRM right into your email inbox. What is it? The Gmail Gadget is a Google Apps integration that allows you to access your CRM data directly ...

I am having a bit of trouble with the outlook integration. I would like to have the action, "Save and E-mail", provide an option to use outlook e-mail with a PDF attached, instead of using the customer portal. Has anyone completed this? It was my understanding form a tech call that an e-mail can be sent within outlook from Method with ...

The Method application displays the following error when trying to send a test email on 465 with AT&T.    The operation has timed out.

Paul, Just asking this question again as the Web forms are not allowing it.  "The design of the Thank you page is not allowing me to put any information into the box. I have noticed this to come and go as well (sometimes does, sometimes doesn't)" Basically, I can't design a thank you email. Any thoughts? Thank you