Method Community

We really need Attachment Location in the send email action. I have clients that really need this as they do not want to have someone need to follow a portal link to get to a simple document. I've been told this is on the roadmap, but if you're using beta you need to be aware of this limitation.

For those of you out there trying to get Method to send out emails, just remember you have to setup the “Default Email Preferences” first.  Don`t worry this is a simple one-time process. Let`s get to it! Follow the simple steps below and you`ll be on your way in no-time.  In Method, click Customize. Click the My Account tab ...

Hi Matt, Unfortunately, there is no button that will pull lead information into an email. If you are sending the lead information internally, what you could do is set up an activity and then assign it to an employee within your company. Then the employee will see the contact information. However, if want to send your leads off ...

I just noticed my Email actions that involve attaching files (PDFs) is not actually attaching the document to the email. The email is going out alright but there's no attachment. This isn't the first time my emails with attachments quit working. I think this has happened a couple times over the past couple years.  Perhaps a ...

Hi Chris, I have a few questions for you. - Is this the stock or a custom activity screen? - If it’s a custom screen, is the same email sent from the stock screen? - Is the “Send an Emal?” box in the bottom left corner checked? - What is the name of the template that the email is using? - Can you include the subject and ...

I did a quick search and noticed some other email issues.  I am getting an issue when setting up my default SMTP: server2400.bigcommerce.com - username, password, and SSL using port 465 - same settings in Outlook   I get this message: The test email failed to send. Your settings have not been saved. Please edit the settings ...

I currently use QBooks Online to email my invoices. After creating the invoices and saving them, I filter the transactions by date and email them in batches. I realize that once I change the QBooks contact list through uploading to method, my ability to email invoices through QBooks will be impared - as I will only have one single email address ...

When is this "notification of payment recieved" sent out?  Is it only sent out if the customer makes a payment on the portal?  If its not limited to just that, what are all of the actions that triggers it?   Also, If I receive payments in quickbooks will that still email out via Method due to the sync? Finally, ...

There's no denying it - you might be the best at what you do, but you still need a way to get the word out about your product or service.  Of course you're busy being the best at what you do - who has time to conduct their own advertising campaign?  Well, now you do - thanks to Method CRM’s integration with ...

Ben, We have customized the ListBuilder Screen to show City, State, and Zip. Sorted by State, City and Company Name. This gives us what we're looking for. We then deleted all other states but FL. I wish that I would have known that the last step, Process, had a check box to process only those records checked. I would not have deleted all ...