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  • Re: Setting up Default Email Preferences

    Greetings - tried the instructions you gave, but when i try to send an email (Activity within Opportunity) i get the following error message. Error^Action Sequence:32. Error with user authentication;Server says: 504 5.3.3 AUTH mechanism LOGIN not available   Any assistance is greatly appreciated!! Cheers, Kevin    
    Posted to Method:Classic General Q&A (Forum) by KevinB on 04-12-2010
  • Re: Email template From field

    Hi Chad, Perhaps my last post was misleading. The From field is still not populating with the default that I set on the Template. For example in the template, the From field is set to "notifications@mydomain.com". In an Activity when I select the template to send email, the From field is set to "user@mydomain.com", not the ...
    Posted to Method:Classic General Q&A (Forum) by jpfiester on 10-13-2012
  • Re: What causes the Account Reminder: Overdue Balance email?

    That was it!  The customer made a payment and at some point we select a template for payments and it was that template.  I have changed it to the payment confirmation email and we should be all set now.  Thank you for pointing me in the right direction again.  There are so many things I don't realize are out there happening ...
    Posted to Method:Classic General Q&A (Forum) by mlepitt on 11-18-2011
  • Re: Email Error

    There are always going to be errors that show up in any provider's forum.  That's just part of email. But again, this isn't happening in any of our Outlook clients or other applications ... so I'm not going to point my fingers at AT&T at this point. If you don't know why this is happening, that's fine. But I ...
    Posted to Method:Classic General Q&A (Forum) by pdirect on 05-03-2011
  • Re: Email within Method will not work

    Kevin, One last thing that I wanted to mention was that I noticed in your ISP's documentation that they require "SSL" for email SMTP connections.  This isn't an option for our SMTP so if this is required, might explain why it isn't working for you.  My suggestion is to do the Gmail route.  Not to mention, ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-14-2010
  • Re: HTML Link in "Send Email" Message

    I have now tried using the <br/> tag ahead of my link. I get the desired results when I have a simple Join and just put the AR it produces as my message. However were the malfunction tends to crop up is if I make multiple joins and have them produce ARs that I then join again and form another AR. I could be stringing to much together. I ...
    Posted to Method:Classic General Q&A (Forum) by NeilRick on 01-14-2013
  • Re: CRM Email Templates

    The picture can't be stored on your local computer, it needs to be located on a server that is publically accessible by everyone else on the internet. If you don't have access to a server to store your images on then look for a free image uploading/sharing website to use. A great website we use for uploading images is ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 03-22-2013
  • Re: Can not remove email from Customer/Contact record

    Nick, Could you enable the MethodSupport user by going to Customize > Users and making sure the checkbox next to the MethodSupport user is checked.  Then email me your Method account name and the user that is having the issue and I can take a look. Hopefully I can find what's going on. Thanks, Adam
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 04-16-2013
  • Re: Loop the data in the Email

    Greetings from Las Vegas and BUMP on an old post which does not appear to have been answered. Is there a way to insert a DYNAMIC grid of info into an email template? For example, a list of open invoices on an email to a customer or a list of open bills on an email to a vendor? Thank you!
    Posted to Method:Classic General Q&A (Forum) by m.mehr on 05-20-2014
  • Re: Loop the data in the Email

    Thanks Russell! If I understand correctly, the action result used in the body field in the send email action needs to contain the dynamically generated rowset from the database in HTML format.  But what action type would be used to "accumulate" each row from the loop, which is what ultimately becomes part of the HTML code?
    Posted to Method:Classic General Q&A (Forum) by m.mehr on 05-22-2014
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