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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 ...

I searched the forum but (surprisingly) couldn't find anything on this issue. Anyway, how do I apply a company logo and specifically formatted text to an email signature? Is that possible?

Hey Jonathan, Can you please PM or Email me your Company Account name? Also please turn on MethodSupport User by heading over to Customize > Users checking the radiobox for MethodSupport. This will allow me to login into your account, I can take a look here from my end and report back with what I find out. - Mortaza

pdirect- [quote user="pdirect"] I don't have a home tab.  The update to the latest version was so confusing, I'm left with a mix of old and new tabs . . . but no home tab. [/quote] You can also just add the CRM_EmailTemplateList screen to any tab which is the screen that comes up when you click ... for email ...

Sgilljp, When you are in the report designer itself if you click the preview tab do you see the image in that preview? Or is it just when the report is generate through Method? You can send me the image you are trying to use and I can try using it on one of my templates and see if this issue is maybe related to the image itself. Also if you want ...