Method Community

Is it yet possible to do this?

we are currently using an Exchange 2010 server

 I am also experiencing this....Fran

I am trying to display the customers first name in a email but Customer.FirstName does not populate the correct value of the customer but instead leaves it as "Customer.FirstName" in the email, what am I doing wrong? also where can i find "character function" screen?

Hi Mike, Can we schedule a phone call and screen sharing session please? Email me times when you will be available, as well as the best number to reach you on, and also please ensure that the MethodSupport user is Active. - Ashur

 Yes it is :)  You can also review the blog about the Outlook Add-in: http://methodintegration.com/cs/blogs/methodblog/archive/2009/06/01/enhance-your-crm-experience-using-outlook.aspx

I appreciate your explanation.  Please keep up the good work. 

pdirect- What do you mean when you refer to 'Zoom' into a transaction? Can you email the names of specific customers to look at? I took a look at a couple of them and they had amounts greater then 0.

Hey Lance, I can't speak to your script, but I add these elements to my Sales Orders templates all the time. I add them as fields beneath the address box so that I can add labels, like "name, email,phone"...They aren't quite the same as an address. Fran

I am experiencing the following technical issues listed below when using Method CRM classic. I am wondering if someone could help me and if anyone else is experiencing the same problems. These problems seem to occur on a regular basis on and off throughout the course of the day. - program seems to be extremely slow logging in and with ...