Method Community

Take a look at email syncing capability. We would love to have email syncing capability like the feature in Oasis CRM.  http://www.oasiscrm.net/OasisCRM/hostmanager.asp 

 Hi Ronen, Bad news.  The test email was sent and received properly.  However, my test sending you an email failed again, with the same error message. Lee

Currently I have a screen called "Email Type Menu" and a text field that can add or delete options in a grid. Both my Shipment and Email sent screens have fields linked to the grid called Email Type

Bryan, I'm glad to hear that. Also if you leave the From field blank on your email template it will use the email address for whatever user is currently logged in. -Michael

sloturtle- I recieved the message through the forums but with no image. I have replied to it so you should now have my email address to email me directly. -Michael

[quote user="Method_Adam"] Hi rodsstuff, Is this a stock template or a customized one?  Also, from which screens does this happen? - Adam [/quote] Its in the emails. Send out an email with a merge field in the subject line and it doesnt populate with the information.

Hi! I'd like to take over one of my users accounts to do some testing.  We're revising our sales process, and I need to see how to make appropriate changes within Method to accommodate that.   But, I don't want to add a new user and I want to be able to see any reminders/emails that would be generated by stepping through ...

Hi, Whenever I try to sort the Contacts App List Screen Grid by an expression such as "Phone & Email" and a new expression I created called "BoatTypes" the contacts app list screen throws an error. Below is the error I get. Oops, something went wrong. Please try again. If the problem persists, sign out, sign in, and ...

A customer creaded by converting it from a lead is not visible in Quickbooks. The customer is visible in Method, but not in Quickbooks. I'm getting conflict erros that mention this customer, but don't give me any recourse to correct the issue.  Here is one of the identical conflicts: QuickBooks returned an error when ...

Hi there, So I love the ability of customers to be able to view all of their estimates/invoices/payments etc. though the portal screens, however sometimes this can be an overcomplicated process. I am in the service (lawncare/landscaping) industry, and the key to selling to customers is to get them their estimates as quickly as possible. I have ...