Method Community

Fred- For more detailed instructions it would have to be through consulting time but I will break it down a bit further. Look for the actions that are merging the Body of the email and do the following: Add the Date Function action to take the date (Value from row) and format it to be a different format (One without a time) Add the Character ...

Hello bergyver, Here's my answer. If you are unable to log in to one of your added user. You can try the Forgot Password option for that user and enter the email address for that user, it will send you a link on users email address to create new password. Secondly , there is a difference between the Method Id email address and ...

  Selwyn - Totally appreciate the feedback but I'm not sure putting a preference would eliminate the need to change the "Edit Details".  Even if you had a preference that you could set so that "Sent Items" were given the default type of "Email Outgoing" it wouldn't' solve for the emails where ...

the emails are still showing Users.EmailSignature,  so first I have added the "retrieve value from table" action and then added the "Character Function" to the "Properties for 'Save & Email'" step 2 of 3: Button Actions I am unsure of how to add images to this post but I have sent you an ...

Hi Danny, I tried your suggestion and it worked for using an email template in List Builder.  Would you please add that to the explanation for "What are merge fields" under "Add/Edit Email Template" or in List Builder itself?  The Add/Edit Email Template page is where webinar #10 on List Builder tells us to change ...

Jennifer This can definitely to done.  It is fairly straight forward.  You just create a button that loops through your activities and then use send email. If the client wants this to be automatic, It's a little more involved.  You'll need to build an application that uses the API.   

yes this is the first and only portal... so example is we have taken 4 different customers that are already in quickbooks with their email address etc. they go to that link, and click register they enter their email address same as the one in quickbooks and then they pick a user name and they get that error.....

Jennifer, I agree with Mark. Although Method CRM does offer email or SMS reminders (if the user opts in for them) that are sent out approximately 15 mins before the activity is due, if you'd like a complete list sent to a particular person this would require customization. I don't see this being very difficult to do. My question to you ...

@smohyee Sorry that I did not responded to you until now. Using our Method Outlook Plug-in, you are able to add Activities to your Method account from the emails that are sent from Microsoft Outlook. These Activities will retain the contents of these emails in its body. Because you are using Outlook to control your email traffic then the ...

Okay, I got to the right message template. I've experimented with typing in a new field header and field name, but the formatting seems pretty haphazard, and those little <X> control gizmos are downright dangerous - I've had to quit the edit half-dozen times because I inadvertantly wiped something out. What's the trick to adding ...