Method Community

Hi Lisa, If you'd like me to take a quick look, go to Customize > Users in Method and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking ...

Jason, thanks for the reply. Yes, I'm using merge fields to replace fields from the EstimateLine table, but I'm guessing this will only pull through the first record found that matches the filter.

Hi there.  We use exchange internally and do not have POP enabled.  I recommend checking the server to see if your settings are set up to allow for authenticated users to send emails.

Hi there, Gmail keeps signing me out right after I open an email from one of our employees. It only seems to occur when I open his emails, and it seems to be right after the gmail gagdet loads, indicating that there is no associated contact. Is this an issue that has been reported before? Thanks, -Stephen

I'm looking for the easiest way of sending an email template from a mobile screen. It will be a custom template for emailing work order details to a customer. I've had a look at the send mail events and actions on the 'CRM_NewActivity' screen, but these seem over complicated for what I need. Thanks.

HP - What you are doing is certainly possible, so it is probably something very small. We can have a look for you.  If you want to email the excel file to us at method@methodintegration.com, we can take a look at it and tell you what the problem is and how to correct it. Paul

On Wednesday, August 19th @ 1:00pm EST, join Amanda Mahadeo as she introduces you to the world of CRM using Method!  This webinar will touch base on creating campaigns, opportunities and recording activities.  This is something you don’t want to miss! So how do you join and participate in the webinar?  Simply follow the ...

Hello! Can you please try again? We see an error on the backend for one of your users which may resolve your issue. If not, can you please email us at success@method.me with the user details and we can take a look? Thanks! Jim

Hi LaG, If this happening on a standard screen? If so what screen is it? If you edit that screen what is action 48?(based on the error I think its the Send Email action). Are you able to send any other emails through Method? -Michael

Unfortunately not yet. Since this is back from 2013, I'll put in a new feature request in with our development team. -- Mortaza