Method Community

Hi Maureen, Its difficult to say whats going on without seeing the report itself - would you be able to shoot us an email over at success@method.me with the name of the report, and Ill take a peek. Thanks Maureen! -Ben

John- Let me look into this further. I took a quick look at the actions generating this it should only be requesting the email address to login for the contact. Maybe it has to do with the work around I suggested for multiple emails. -Michael

Mark's right.  FYI, though, you need to do a full sync to get the company info over. Paul

Using Send Email call.  To use the default account email server do you pass an empty string for the server parameters?  If not, what table holds the values?

Still can't replicate it, I even enabled the Show in HTML editor option for one of my fields. What field type is your Comments set to in the table? Can you email me the Company Account name along with the screen/table names, also please enable the MethodSupport user. - Ashur

Hello, Thank you for the reply. I have already confirgured the Send As and Send on Behalf of settings for this account. I have also already setup the Connector. Method can send out emails from a users account, the problem we run into is that the REMINDERS are not being sent correctly. When a reminder is scheduled to be emailed out, what account ...

Is there a way to add a 2nd email address to a contact? Some of my contacts send me emails from their work email address and gmail address. I want to have both saved under his method contact, but I cannot find a field for that. Can it easily be created?

  Hello,  I wanted to share some items that I am running into that maybe someone else has solved or perhaps facing a similar problem.  I am looking for ideas, suggestions or even product improvements that could go into Method to enhance the solution. First, it is important to understand we are a manufacturer, distributer ...

On Invoice/SO/PO screens, Method handily allows us to mark emails to be sent automatically in Quickbooks. Of course its the limitations of QB that brought me to Method in the first place! QB's email templates are extremely limited (plain text only... what is this, the 90s?), and you can't attach multiple reports to an email like in ...

Howdy, My name is Brian Fisher.  We are working on a trial version of Method Integration CRM and have run into a snag in setting up emails.  When setting up emails I have used our Google Apps info email servier: smtp.gmail.com username: brian@dvdcopycat.com password: passwordxxxxxx  Under Default Email Preferences setting in ...