You searched for the word(s): email
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I was just reviewing the demo from the Blog on actions. Specifically the part about sending an email when a new contact is entered. I have a few different scenarios I was curious about and unsure how to add.
1. Suppose I want the subject line of the email to be "You have a message from" and then the customer name field. How can I ...
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Thank you Audisho, I double-checked everything and even deleted the test customer and recreated it, with a different email address that was never in the system before - it is still not working. I'll call tomorrow to get that fixed.
CDvin
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I replied to an email that you sent me with the IP addresses. I hope that is ok.
Thanks
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Andy-
Have you upgraded to the new CRM? If not that would be the reason why your version would not work. Otherwise enable MethodSupport and email me your account name and I will take a look.
-Michael
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Hi VLocke,
I'm glad you have solved your issue! If you have any other concerns please feel free to call our support line at 1.888.925.6238 or through email: method@methodintegration.com
Radwan
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Hi Shannon,
You can email me the details of the conflict. I'm still a bit confused how inactive customer got into Method. Is it possible to delete the Customer in Method and re-enter them?
- Adam
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Fred-
This normally comes up when the Account Name is typed incorrectly. Can you verify again that it is correct? If it is enable the MethodSupport user and email me your account name so I can try aswell.
-Michael
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The following updates are now live for users of Method
New Features / Updates
Contacts - Updated 'Email Communications" header to include the SMS option. (PL-46337)
Fixes
Contacts - Fixed an issue where a validation message was thrown in the case of a duplicate Name value instead of FullName. (PL-46382)
Regards,
Courtney
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What are some recommended email server providers that are compatible with method?
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Hey Don,
A possibility, that I haven't tested on my end, you can try to add a button on the Work Order Screen and use the 'Call Another Action Set' action to call the Email Action Set from the Work Order List screen.
Give that a shot and follow up.
-- Mortaza