Method Community

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?

Hi Aaron This email address can be changed by updating your company infomation within QuickBooks.

Hello Again! This is probably simple but I haven't figured it out yet... How do I create folders (or views) for my email templates? Similar to the standard ones, but I want to make four seperate folders (or views), for each of our divisions. Thank you Nathan

Sometimes when we send email, we get the following error (when sending from Method).  Any idea why this is happening and how to prevent it? *******ERROR******* Error'Action Sequesnce 31. Error with user authentication: Server says 500 5.5.1 Command unrecognized. "AUTH LOGIN" 

any more info on this ben? have you been able to look at the emails? Thanks

Hi Fanni, Take a look at the email templates, head over to: Home > Email Templates. Pull up the template it is using and see where the extra merge/text is to edit. - Mortaza