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Oh, and one more suggestion.  What initially brought my attention to this issue was the fact that all of the default system templates needed for the customer portals show up in the template list.  But it would be best if these "system" templates were not showing up for specific users.  It makes the template dropdown box ...

Hello, We use company branded headers and footers on all of our outgoing email.  When setting this up in Method, the logos look great in the Method email template screens, however when I send the email, they don't show up and just look like missing images/ errors.   Any recommendations? Thank you, Nathan 

Hello, Is there a way to preview tan estimate email prior to actually sneding it (ideally with merged fields already merged)? For example, suppose I wanted to add a quick personal comment at the end of the estimate email template text to add an extra customer service touch. We prefer to send our estimates/quotes as attachments ...

Hi, I'm setting up email server for my Method:CRM account but failed even not able to send test email. The issue I have are: 1. If I use free Gmail account: (smtp.gmail.com, SSL, port 465), I always get "The Operation Has Timed Out" error message. Is there any way to set timeout duration? Or, that is something I need to ...

So i go into my account settings to add SMTP settings ( from google apps for business) and try to send a test email. Nothing comes through on the test, but when I use a web to lead form it sends the lead notification as well as the following: "Dear account owner, recently you have setup web form RFQ– *mysite.com and have ...

We did an update today, so I thought I'd bring you up to speed with some of the new things to look for. A. Action List organized - finally. B. New Actions: "Assign Value to Shared Result" and "Get Value From Shared Result" C. New Action: Create Third Party Portal Link  A. Action List organized - finally. The list of ...

Hey Savanna, Agreed, I went down a deep tunnel looking for that information. I'll look at my browser history to see if I still have the link, it was very deep into their help center.  I did speak to our Education team and they have updated our help center article with the GoDaddy information:  Solution No. 84 -- ...

Selwyn - Unfortunately that is a Google Gadgets limitation and not a Method Gadget limitation.  Google Gadgets do not appear for any gadget in the "Compose" screen.  It sucks because it would be way sweeter to have it on the same screen but that part is beyond our control.  If or when they add this, we'd of course want ...

Hi theavspecialist, We don't have any documents detailing different ways of sending emails from Method, however you can utilize the Send Email action. In order to type in HTML you would need to enable the Show in HTML editor option for the textbox field/object you'll be using. If you want to send the recipient contact details you can ...

Hi MikeB, You can definitely use merge fields in an email template but what you're looking for can't be done. That's because Method has no action that exists which calls to open up the edit screen of another action. One option you have is to copy the NewActivity screen and edit the Choose Template drop down object. View the ...