Method Community

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 ...

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 ...

[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 ...

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

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?

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

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.

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

[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

I suspect they are greyed out when you are looking at your email windows in Outlook.  If that's the case, they should be greyed out.  They only become enabled when you are in the calendar view in Outlook and want to sync calendar appointments.