Method Community

 I believe Andrea's question is in regards to the email settings section where it asks about server info.  She is using exchange at her office and is wanting to know if she needs to input info to access it via OWA (much like alot of the non-windows mobile phones access email) or if she needs to enable POP and external ...

 Hey Lee,  Sorry for the delay I wanted to do some testing on my end so I had up to date answers for you.  We do not have anything written to help out with merged fields at the moment. I will look into getting a webinar created that will include this topic. You are on the right track, you do need to add an action to replace the ...

 Hey Kelly, This is something that currently cannot be done in Method. We do have the checkbox "To be emailed" because this is the same field you would see in QuickBooks. If you use this field, then you can go into QuickBooks and send all your invoices/estimates as a batch.  

In a way yes. The templates will auto-fill those fields, so there is less chance of something being typed incorrectly if you do this yourself.  The only way I've been able to even come close to reproducing this is to put in an email without the correct format for the 'Email From' field (like missing the @ ...

 Thanks for coming back to me Ryan. However I am trying to use it on the list builer screen. The button that I use to send email on this screen is the process all button. Is this the button I need to add the action, character function or is it on the email template button ?        

 I followed the instructions to set up my email with Method, and I received a test email. Unfortunately, I still see the donotreply@methodintegration.com in my Web Forms as a greyed out box. I double checked my settings, logged out and back in, and it still won't let me change the default address. Any suggestions?

Hello MikeB, Please ensure that you pull the email field from the Contacts table, once you do that it will not give you the error. Make sure that it is based on Contacts table. Try it with Conatcts Table and let me know if you get the error. You can also have a look at this previous Forum Post, which explains how you can add hyperlink through ...

Hello Gregg, Step 1: Go to Customization > Tables/Fields > Activity > Edit Fields    Make a new field. Say EmailStartDate that is a DateTime.   Click Add Field > Finished Editing Fields. Step 2: Modify the invoice screen to save a value into your custom field with the proper formatting.     ...

Hi Jack, Sorry, I didn't realize there were additional actions that may have overwrote this. The reason for this is because the "From Name" field is automatically populated with User's full name when the template is selected.  There are a number of ways to go about changing this, it just really depends on your ...

Hello,     You wouldn't be able to modify the value from an email template you send to customers.  The fields on a template are merge fields.  You can retrieve the data from the database for the templates, but you can not send data back.  What you can do is give the user a link to the portal and have them log in ...