Method Community

Hi Chris, Here are a couple of things you can try: 1) Navigate to Customize > Tables / Fields, locate the Activity table and select Edit Table… Verify that the Automatic Reminders data looks correct. 2) If you don’t use this template on the backend of any of your screens, make a copy and delete the original. Maybe you re-used an ...

Is there a way to insert a solution directly into an email within one of the CRM screens, for example the New Activity screen? In Microsoft Dynamic CRM, the ability to insert an Article (i.e. Solution) directly into an email is a very useful too. Requiring a lead (with a case) or a customer to login to the portal and then try and search for the ...

Don't know if you guys are going to work on the Google gadget at all but I have a request.  When you auto-fill a date on an emal, it should be the date the email is sent, not when I'm reading it.  As it is I'm always having to change the date/time, since I don't always read email the minute it comes in. Thanks!

Thanks a lot, Adam. I appreciate those good screen shots. I used the better way, as you suggested, and added a second action. It works, but if I change the template selection the From Name field goes blank again and I have to go back to unclick "Send an email" and then click "Send an email" again to get my company name to ...

Hey Bryan, We actually did seem to have an issues with email around the time you originally created this Forum thread, so you this is likely what you ran into, it went on for a few hours.  When you mentioned it was going for a couple days and one user's emails were going through, I thought it would be something else.  Anyways, ...

Hi Karen, I think the best bet is to reverse engineer the Email notification when saving? check box and the Save & Email button from the stock estimate screen. Unfortunately this functionaility isn't built into the stock sales order screen so you'll have to build it through customization. It looks like it could get pretty ...

Hello! I'm trying to add a field that assigns an operations person to an opportunity when it is created. I want this field to send an email notification to the operations person when they are assigned an opportunity. I have it programmed with: 1. Start Conditional Statement >> Value From Screen >> Operations >> Not ...

So went live with our online application portal this weekend. Everything was working fine, but now am getting lots of the error encounted on webform errors as people are trying to create leads. Below is the whole email I receive. I took the basic web to lead and added a few extra fields we needed. Looks like times are not getting created for ...

I am looking for some general information/advice.... What triggers this overdue balance reminder email to be sent?    Long story short I created 4 additional overdue balance reminder emai templates that I wish to send out at various intervals (3 days past due, 20 days past due, 45 days past due, etc).  I'm hoping to automate at ...

Hi andy, What exactly do you mean by printing line items selectively? I'm assuming you'll have a Sales Order with 3 line items but only want to display 1 or 2 of them, is this correct? Merge fields can be used to insert record specific information into an email template, however I'm not sure if what you're asking for is possible. ...