Method Community

Hi hlynch, Could you kindly confirm if those SalesRep profiles have email addresses linked to them? Also, would you mind sharing the body of the request that you are passing? Since you mentioned using this for a few years, have there been any recent changes or updates to the request?

Hi Brett, This is how it should work, and the gadget was designed with this use case in mind. On my end, I opened up an email in Gmail (I used the noification email from this forum post), and then I added an activity using the Gmail gadget.  Then when I opened up the Activity, the Subject field contained the subject from ...

Hi M Mehr, Greetings from Toronto! Method has the Mail Merge feature (http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Mail-merge&id=302), however this only replaces placeholders with a single field, rather than adding multiple items which you are trying to achieve. Generating an email with a variable number of ...

Hi Jack, There are lots of places to send an email through Method, but if you are contacting customers, the activity screen is the place you probably want to be. So you're in the right spot. When you say you've changed the default in the From Name field, do you mean in the Send Email action?  If so, I think what you're seeing is ...

Innovative - I really can't give any recommendation on what mail servers will allow you to send bulk SMTP emails greater than 300 per day.  I would advise you google this to see what options are out there, as a quick search I found this link, it gives a list of some email providers and what their outgoing SMTP stipulations are. ...

When I write an estimate or invoice and his save and email everything goes through just fine, no issues. I wanted to have a quick email template to email customers through the activity so here is the template I created. I go into my edit test customer screen, click activities, click new activity, make sure the contact info is there, click send ...

I did read the points =).  I actually read a lot of your posts when I got started and think you have a lot of cool ideas.   What you are talking about IS permissions though, to an extent.  If you want to be able to "assign" a template to a user and not have other users see it, that sounds like permissions to me. ...

I can't use the HTML version like you because we request the customer's to sign the Sales Order. Our transactions are large and orders cannot be processed without the card's holder signature. Moreover, the Sales Order in a PDF looks much more professional than a simple HTML email. It includes Shipping & Billing ...

[quote user="smohyee"]...if I type in "Vendor" into the "replace from table"  field, and put my desired Vendor record ID as an Action Result in the next field, then the function will go lookup every merge field in my template...[/quote] Correct.  Method is quite clever with the merge function! ...

Hello.  I have a scheduled QB Report called Open POs.  I'd like to have this report automatically refresh daily and email to 2 separate email addresses.  is this possible?  Or is it possible to email to at least 1 address automatically?   Can someone walk me through the steps.  Thanks!