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I am looking for a way that once a account manager emails a client a shipping notification that it could automatically set off a series of time delayed reminders for the account manager for follow ups. Is this possible to do with activities tab or will I have to set up the automation under the email button itself through a long series of actions ...

** The following was sent in response to this post. ** Thanks for the quick reply on this.  I checked out your links   and the font is indeed being  changed into Wingdings.  In order to print cheques, the MICR font is an absolute requirement as it generates the account number encoding on the cheque.   If ...

*The following question came in via email and was posted on our forums with a response to follow.* Looking for some pointers on custom portals. Didn’t find much in either of the documentation areas. We have a set of companies, each with a set of users. We’d like a portal where a user logs in, and is then presented the list of leads ...

[quote user="jnoneiliv1"]Any ideas?  Any security settings I need to free up on 2008 R2?[/quote] Is there any antivirus installed and can you confirm the firewall is disabled?  If the answer is no to those then I can have a look via GoTo Meeting to make sure everything is installed correctly.  Please email me your company ...

[quote user="jnoneiliv1"]What's a "distinct value"?  There's no explanation in the Actions Guilde/Online User Guide.[/quote] A distinct value is the same as a unique value.  If you wanted to selectively loop through records by a distinct value then you would use this option. [quote ...

I have been using tags to send emails to my prospects and customers with the campaign function. Each day I tag the people I want to email and then send one email to the list. The only problem is that then I have to go back and un-tag the people I emailed, which takes a lot of time. Is there a way to remove a tag from a group of contacts?

We have an account called "Services" (ie services@ABC.com). In some situations emailing an activity and the logged-in user changes the "From" field from their own email to services@ABC.com, the recipient's email says it's from services@ABC.com <admin@ABC.com> on behalf of services@ABC.com How do I get rid of the ...

I would like to create a report that would mimic the "OPEN PURCHASE ORDER" report in Quickbooks.  I would like this report to contain these fields:  Order Date, Vendor Name, PO #, Amount, FOB, Ship Via, Due Date, and Buyer (which is a custom field).  I have only modified existing reports, I have not created a report from ...

 Hi Michele, In Outlook, try going to View > Toolbars and ensure MethodCRM has a checkmark. Let me know if you then able to see the "Add to MethodCRM" option on your toolbar. Hope this helps.

Does Method have it's own SMTP gateway for connecting to an exchange email server?