Method Community

I just tried the contact portal with shortern url, but I got ask to enter user name and password, but I saw that in the webinar, it can be instead by just email address. I was wondering how to change the setting that customer can login by just email address without register a new user name and passsword. thx Ian

Matt - this should have been resolved with the release. Cheers.

no, it's not including the span tags.  And even if I select text and try to change it to arial and a different font size to force it to include the span tag, it won't.  I guess I'll need to manually enter that code.

Hi cpitts, It can be one of 2 things, you may made need to install the GoToMeeting Codec found HERE, or you may just need to skip to about the three minute mark(This was one of are first webinars and the presenter didn't start recording the screen right away ) -Michael

Pdirect, I'm going to assume that you are formatting the text in our text editor. I just tested it out and it seems to work. The next time before sending an email click the HTML tab at the bottom of the editor and let me know what you see. You should see something all the lines of the following <p>This is a test in ...

pdirect, Since they are numeric values you will need to cast them to varchars an example of casting would be CAST( EmployeeID as varchar(5) ). -Michael

When we send email from Method, we set the font to be arial, but when the message arrives, it shows up in times new roman.  Is this a bug with Method?

Anyone have a saved copy or access to a version of CRM Webinar level 1 that can be viewed? All webinars work for my broswer minus this one.     Any thoughts/responses help! Thanks.

Yes, that allowed the item list to be added to the dropdown list instead of a tab.  Now I'm trying to get numerical fields to display.  I got the following code to work in the grid view custom SQL: '<b>' + FullName + '</b><br />' + SalesDesc BUT it won't work when I add QuantityOnHand and/or ...

joanne330, There are many different ways to do something like this. You don't necessarily have to link any fields you could just create a text field on the screen and pass that value to the Send Email action. You can also use the logic built into the existing standard estimate screen and use our Contacts Portal. If you want us to create a ...