Method Community

I set up a dummy customer account to access the contact portal.  When i updated contact information inside this portal, an email was autogenerated alerting me of the changes.   2 questions: 1) Does this email go out to all contacts listed for that customer, or only to the contact associated with the changes being made? 2) When I ...

Hi Mortaza, Can you give any guidance on how to do this? I've looked at the button actions on both the screens and can't see anything that would help. In the email, I see a url for the http://urlforportal but nothing that I could modify to load the actual estimate. Thanks, Greg

 Further information on this - the crash appears to be triggered whan I open particular Outlook contacts. A key contact that is causing the crash every time I open the file has a parfticularly long "display name" for her email field Tonya Lawrence (tonyalawrence@tjldesigns.com) But otherwise is unexceptional? Any ...

Hi Rob, Yes, the sync engine will run fine on a Windows 10 machine. We've helped several customers get setup on Windows 10 and QB 16. If you run into any issues let us know. Cheers, Adam  (Method)  via email

Outstanding! I'm actually working from within a WordPress front end, but I'm sure there's useful structure in your code that would help answer some of the questions I'm having. I don't mean to sound frustrated, but I just keep hearing the same answers over and over which don't actually address my questions. I'm not sure ...

Just to elaborate, there is a Email confirmation when saving? option on the Add/Edit Contacts screen. If this is enabled and you click Save & Email after making changes, both yourself and the contact will receive a notification (assuming there's a valid email address assosciated with the Method contact). - Ashur

I would like to modify the email that goes out through the New Activity screen.  Specificaly I would like to add an additional field to the "subject line".  How do I find the actual email template that I want to make a copy of and modify? Jo  

When an email is sent using the Send Email action within Method, does Method keep track of the sent emails?  If Method does keep track, where do I look to find the sent emails?  If Method doesn't, is this a situation for the Outlook plugin? 

CONTEXT/BACKGROUND:  My company has a mass email list of businesses (5000+ entries) on a .csv spreadsheet that we would like to import into Method as Customer Leads with assigned tags (TagList field) for each entity. These tags will be critical to our company's efficiency (sorting leads) with creating ...

[quote user="Laura Madeira"] I successfuly installed the latest version (after uninstalling and then reinstalling). By default the install used IE even though I use Mozilla for everything else. No appointments syncronized, I am sure because they are all old (I am terribly behind on calls). Can't wait to change the settings to ...