Method Community

Hi Shane, Yes you can change your Default Email Preferences in Method CRM by clicking on Customize > My Account > and then click on the (view / edit...) link next to Default Email Preferences. Finally, add the outgoing (SMTP) information for the mail server you would like to use. This can easily be found by performing a Google search. ...

What exactly do you mean by this, "Can you please confrm if the API call is receiving any sort of errors?" If you need to call us and gain access to one of our computers to help fix this problem, please do so. We'd like to get it fixed as soon as possible. (moderated content - contained customer details)

Well, I don't know where February went, exactly, but let's pick up where we left off, from a slightly different angle.  I've created a new email template *today* called "Welcome Providers" that we want to send out to new dealers when they join our "network." (So this is a garden-variety email template, not a ...

Hi pdx971, The Cases screens isn't set up to use the merge function based on the Contacts table. If you wanted to use Contacts.Email instead of Cases.ContactEmail, you'd have merge that table into the Email function of your New & Edit Cases screens. We have a Help Center article about mail merge and how it works, you can find ...

Hi BVS, You can accomplish this by using Tags from within Method. First, take note of the customers that you would like to email. Then go to the Customers > Customers and Contacts List screen, search for each of the customers, and click the Go To... link to the left of their name. When in the Edit Customer screen, scroll to the bottom ...

Hi Melissa, Is the operations person different than the assigned user?  Are they also Method users?   What I envision is a dropdown field you can select to assign an Operations person to the Opportunity (assuming they are different from the assigned user).  This will function much like the Assigned To dropdown does.  ...

 Hey Andrea, Glad to see you are playing around with customization. If a user makes a change in QB, we cannot make an action run in Method just by the sync. You would need to go back into Method and click a button to start the action sequence.  A thought that I had was; (all of this is done on the customer list screen) 1. Create a ...

Email marketing is a great way to connect with your customers and for customers to share your message with their networks.  The List Builder feature in Method, allows you to send email marketing from within Method and has now been updated with some handy new features.   Send emails to all your contacts In the original List Builder, ...

Hi handcrafted, The IP range that Method uses are in the range 72.32.228.2** as the IPs below (which are our 3 servers). Web1: 72.32.228.236 Web2: 72.32.228.237 Web3: 72.32.228.234 If this does not work, you can also try the IP address 67.192.223.114. Please note that our default port is 465, which is the standard common industry port for ...

We are using the activity table to send out automatic notification emails when the Due Date is past.  I put in our email credentials in the "My Account" tab link.  After clicking the "Save and Send Test Email" I received a succesful email: Email Settings Test Successful! This email has been sent to test ...