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Matt, We don't officially recommend any email service providers.  If you're provider won't enable Open Relay for you, you can use SendGrid.  We use them here at Method.  They are strictly an SMTP relay provider, which will enable you to send emails as if they are coming directly from your email.  You can find ...

I need to include multiple types of customers (there are about 50 types in our account and 10,717 customers) in one email campaign. As it stands now, I can only select one customer type at a time to send the same email campaign to. I want to create a customization so I can see a running list of how many customers I have selected so that when I ...

It came from the account email address, not any particular user at 10PM, when no one employed at this company was logged on.  I did just supply the portal log in information for this particular customer at 6:30PM last night, which is why I thought it was caused in the portal + the timing.  I can't export the Audit Trail, I keep ...

TogsTeam, [quote user="TogsTeam"] Unfortunately, not all of my Sales Reps are Employees - some are Vendors, some are in Other Names. I've confirmed phone # and email addresses for the Employees and Vendors, but the Other Names list doesn't provide for those fields. What's next?[/quote] In a situation like this ...

Lee, I didn't try it in your account; I tried it in my account which was having issues similar to yours previously. I would confirm that the Sales Reps have an email and phone listed. The best way to do that is export the sales rep table(Method currently doesn't have a sales rep screen) or go into QuickBooks and look at the employee that ...

I know this error has been logged - I'm just noting that I tried again, and got the error when attempting to click Finished.  I was able to refresh the screen and return to the Edit Screens list of screens, and when I checked the Customers screen again, the new linked field was listed... but it's still not working in the email, and I ...

Hey Blake, Try these steps please: >Build a new screen from the DocumentLibrary table. >Edit your new screen and drag out a grid object.  The fields required for the grid are: Document and Name.  You'll also need to add a Select link. >Drag the document field to your screen - this will preview the file you're about to ...

Hi Saad, No worries at all - glad to hear it worked. To replace the Users.EmailSignature Field, you'll need to first do a Retreive Value from Table action which pulls the current Users Email Signature from the Users Table. It should looks something like this ; Notice the Output Here is an Action Result - You'll use this ...

We add our additional emails with a new contact but this is a personal preference. Do what you believe would be best for your work flow. If adding a new email field in the Contacts table, remember to take into consideration other screens in Method that rely on emails, i.e. List Builder, Cases, Activities, etc. If you need to send emails to both of ...

   It is a feature request because syncing an email with an invoice was not available before.  The email field is not on the invoice table in Method to sync over.  For the email to sync, we most likely will have to add it to the invoice table and add it to the sync code.  It's not a bug because nothing technically ...