Method Community

I have problems. The Activity Tab Merges my names from customer. but the Campign does NOT! Why? Can you help me?  

I am trying to install the QuickBooks Data file Diagnostic Tool, and when I run it, I get a message saying that the following components will be installed on your machine: QBFC8_0Installer.exe MethodIntegrationListener.msi   When I click install, I get an error message:  "Setup has detected that the file ...

Hi viret56, In order to be able to do this, you need to create a Generate Report action immediately followed by a Send Email action to send the PDF on a button on a copy of the original estimate screen.  I hope that this helps. Ronen  

Hi John M, I wanted to let you know that I am looking into this issue and will update this forum post once I have an update. Ronen

Hi Peet, 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 the ...

So - this is an email notification template   I am asking about when the customer inputs info into the web to lead form -   currently it is one column   First Name Last Name etc.     can it be formatted to First Name ___________    Last Name __________ etc..  

Hi Sunny,  I am talking about the exact same step that you are referring to. Please let me know if you have any other questions.  Ronen

So I went Customize - Integration Tools - Web to lead Forms -   my Step 7 of 9 is Internal Email alert - are we talking about the same thing?   ____________________________________________   We have 2 types of customers - a private individual and the corporate customer who is a client on behalf of their company   For ...

Hi Peet, Method will create another lead in Method because the e-mail address doesn't have to be unique. The "Lead Name" and "Contact" field thought has to be unique. I hope that this helps. Ronen    

Hi Peet, I wanted to know if this is still happening in your form. I also wanted to know that if you click on the "Menu" link at the top right hand side of the wizard, you will see a menu displaying all of the steps that are involved within the wizard where you can select a specific step from the wizard and go to that specific ...