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Hello MTN PATH,
What kind of notification they are getting twice? Is it for all screens ot is it happeniing on a particular screen? Can you provide more detail on it.
-Inder
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I have already set up some email templates for me to send to clients when I schedule a consultation with them. The template confirms the appointment date, time, and location, etc. What I would like to do as well is set up an auto-reminder for the client a day or two in advice of the consultation. For instance, the day before the ...
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Thanks for the reply Fran,
I'm able to do what you are saying, that's not my issue. What I need is for it to loop thru the Grid and capture line1, line2, line3, etc. and keep that in an action result so I can put it into an email body. Currently what I get is just line3 or the last line it reads whatever line that is.
Here's ...
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[quote user="pdirect"]Forcing users to go through an unusual method of doing something never works as far as adoption. Most users would never think to go to "advanced search" to create a new lead. There is no logic in that.[/quote]
We always value feedback. No doubt about it. That's how our product ...
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Greetings,
I am get this message though out Method. Dosent matter if I am sending out a invoice, report, case.Some days i get this all day long, some days never at all.
Error^Action Sequence 31. Error with user authentication: Server says: 500 5.5.1 Command unrecognized: "AUTH LOGIN"
John M
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Thanks Ben,
Now We're back to square one. How can we sort our leads by state, or any other applicable field, so we can target our campaigns?
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Hi Drabbies,
I was the product manager that built the insights dashboard at Method. I no longer work in Method and since became a partner; but if you are still struggling with this, let me know and I can help you out with it. My email is marwan@alefteam.com
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Is there a way that when a customer registers their product on our website, it can be be linked to essentially create a new customer profile in method and quickbooks? Currently, when a customer registers it sends me an email and I just load the info manually.
Thanks.
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Hello Josh,
I'm not sure what happened. Give Method support a call (1-888-925-6238 x2) and they can take a look. You can also email support@method.me. It's a problem I can't diagnose over the forums.
Greg
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[quote user="AutumnW"]I look forward to hearing your thoughts.[/quote]
Hi AutumnW, there are no plans to add this feature in the immediate future but you can definitely build in something like this yourself by looking at the save & email functionality on the Invoices screen.
~C
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