Method Community

Lee, [quote user="TogsTeam"] 1) How do I invoke Activity(2) from the Add/Edit all Contacts screen? (Or otherwise make the same edits to the New Activities... button there?) [/quote]  What I would do is edit the New Activity screen (The screen that is called when you click on New Activity button from Edit all contacts screen) ...

That is not what I am asking. I am asking if you can attach multiple files to an email by storing them in aone action result and sending that one action result to the "Attachment Laocation" option of the "Send Email" action. For example, let's say I have a grid with 5 different estimates associated with a particular ...

Take a look at my example for the Send Email option. You'll notice when you click the Email To: dropdown list you're presented with 6 different choices. Here's a rundown of those choices. Type In - This one is pretty self explanitory; just type in what you want and this will be "hardcoded" to this specific ...

Right. I have it all working just fine...BUT my issue is that in order for this to work, I have to enter in their email account password...or have the user enter it themselves. We all don't work in the same office, though. Hence the inconvenience (not to mention the security issue of entering a password into an admin screen). The other obvious ...

[quote user="Method_Michael"]Look for the actions that are merging the Body of the email and do the following:  Add the Date Function action to take the date (Value from row) and format it to be a different format (One without a time) Add the Character Function action to replace ListBuilder.MemberExpires (Or what ever the field ...

Sorry for the wait. I've investigated the issue. The problem was that once you've added the proper email settings to the account, your request would have been fulfilled if you would have been creating a new Web Form, but with existing Web Form, it remembered old value and refused to change. We had applied a fix, and now you should be ...

Umm, I guess you didn't read the 4 points I mentioned.  My comments had nothing to do with permissions.  I was simply referring to the email templates, not the screens.  The screens aren't assigned to users, but reports and email templates are assigned to users.  So if I have the ability to assign something to a user ...

I have spoke to your support by phone and the email address in QuickBooks does not seem to be setup to sync back to Method and Method does not allow you to enter an email address for sales reps.  The only way it works properly is to enter a new sales rep in Method, but I need to get current sales reps email addresses updated that were in ...

When trying to send out bulk email, I am unable. The message from Method is  Transaction failed. The server response was: 5.7.1 : Relay access denied I have no problem sending the test email from Method in the email setup. It is only when using ListBuilder and trying to send bulk email that I have this ...

Thanks for the reply Ben! I have followed these steps, but we are still receiving the email error. Nothing has changed in our Office 365 environment. The only emails that seem to be affected are Reminder Activity Emails. Our Web Forms are working and other various emails in our method account. Anything else you could think of that would be ...