Method Community

Hi, I would suggest making a copy of the Listbuilder screen and looking at the actions on the Process All button.  In the action list (at around action 23) you will see the Character Function being used and specifically the merge fields function.  What this does is it takes database terms in the email template (your merge fields) and ...

Maia, I don't believe you can change when a reminder email is sent.  The default is 15 minutes before the activity is due (according to the Due On date and time).  How are your appointments created?  What is the Due On time for these appointments?  You may be able to set this to an hour by setting the Due On time to ...

Willy, You have to edit the CRM_ListBuilder screen (make a copy and edit the copy).  You're looking for the process buttons toward the bottom.  There's an action on those buttons that creates the URL in the email.  There's a number of actions, so you'll have to search for the one that creates the URL.  If you ...

ok so i just bought the ipad 2 killer JUST for doing presentations and quotes in the field using method.  just to be clear i'm speaking of the asus optimus prime running Icecream sandwhich android 4.0  and i was completely embarrased tonight when method was basically useless i'd go to type in a box and it would create another box ...

Hi Gregory, We tried testing this out on our end by using a gmail account setting and was unable to replicate the error you received. It worked fine for us. Based on the error message it appears as though it has something to do with the 5 customers you sent emails to. To narrow it down, you can try sending an email one at a time to each customers ...

Hi Joe,  Here are the responses to your questions! 1.  These are not fields added by Method, these are actually the fields added by you.  By adding the Location and LeadTime fields to your Method, the fields will always show in “Methodapisample_GetTablesFields”, since “Methodapisample_GetTablesFields” looks at your database and ...

Hey Julio, You and I met in Tucson, so it's great to see you on the beta.   Danny is out of the office for a couple days, so I'm going to be doing some filling in on the forum until he returns. "Method will no longer Launch with QuickBooks and when I try to manually start it, nothing happens. so I went to add and remove ...

It doesn't appear that the email templates have changed. It appears to still be associating to the correct print template.  I made no changes to my templates. Prior to this downtime, all group items were hidden. Now they are not.  It sure seems curious that my issue started after the trouble logging in last night...please ...

It doesn't appear that the email templates have changed. It appears to still be associating to the correct print template.  I made no changes to my templates. Prior to this downtime, all group items were hidden. Now they are not.  It sure seems curious that my issue started after the trouble logging in last night...please ...

Hello, we are new to Method so I sent an Email to myself to try out the "automatically merged fields"-function e.g. ListBuilder.FirstName. It all worked fine, but the Email I got consisted of the exact same text twice. Is there something wrong in the settings / how can I change this? Thanks.