Method Community

Everytime I try to copy a mobile page like "mobile_invoice" I get the following error "An error has occurred. An email has been sent to Method staff. If this problem persists, please contact the Method Team at method@methodintegration.com." If I press cancel the new copy shows up but is missing a lot of actions within the page. ...

Currently there is no easy way to select an associated campaign for an activity that doesn't have an associated opportunity. For example,  I've just recieved an email from my copywriter.  I want to add it to method and associate it with the appropriate campaign. In the next revision for cases such as this, can campaign be a ...

s.white- Before you scrap the screen. Can you enable MethodSupport so I can take a look?  Email me the screen name and the account name. -Michael

What would be the best way to assign the to (user assigned to case) and from (user that assigned case) values in the Send Email action?

Greetings New CRM>Estimates>Save and Email. I get the following message: Error^Action Sequence:47. Error with user authentication;Server says: 530 Access denied   John M

That should do it. -Audisho

I have done this several times but when I choose send test emai/save nothing happens

I just tried the contact portal with shortern url, but I got ask to enter user name and password, but I saw that in the webinar, it can be instead by just email address. I was wondering how to change the setting that customer can login by just email address without register a new user name and passsword. thx Ian

The following updates are now live for users of Method New feature All emails sent via Method are now displayed in a central location to administrators. If the emails are sent using Methods email server you will also see clicks and opens for that email. Learn More Regards, Michael

Hey Aaron, Please take a look at THIS thread and follow up with any further questions on this thread. - Mortaza