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Hi InstaDRY The Work Orders are assigned to the Customer rather than the Contact so these two fields won't be any help to you (it caught me out for a while too). If you add a linked field to the Activity table using Entity as below you should be able to get the Customer's Email onto your route sheet. Here's how I got it to ...

Hi Gregg, Sorry for the delayed reply. The first thing you will want to do is create a custom field in your Activity table to store the new date format. In order to change the date format, you will need to retrieve the DueDateStart from the Activity table for the record you are working on. You will then need to use the Date Function to format ...

Just tested it on my account and I'm unable to replicate this. Left both the email and opt out checkboxes blank and selected only Active Customers. Generated my list and I saw only customers with emails that are not set for opt out of marketing. For the purposes of this test I intentionally set several of my contacts for opt out of marketing ...

 Hey Eric, I have tested this out and found it to be working, I was wondering what ISP you are using? Some ISP's require you to setup a username with the full domain. Example : r.bell or Example : r.bell@methodintegration.com Try that, or better yet contact your ISP to find out what the requirements are. Other users are not ...

Hi Chad, I created a new template by creating a duplicate of an existing Method template and then redoing all of teh body text. I don't think I started with the CRM_ActivityAssignedToUser. Everything else is working as expected. In the template, I have put in an email address for the From (default) field. When I go to Activities--New ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we’ve added a new field to the cases table IsEmailCaseNotificationToContact and made the “Email Case notification to contact when saving?” a bound field. ...

Kitty, Possibly.  That screen is under Customize > My Account, so it would depend on whether you have access to that tab link.  If you don't, you'll have to get access to it from your administrator.  The Default Email Preferences can be set for each user's email address. - Adam

Hi Scott, First of all, thank you for the positive feedback, we appreciate the kind words. In regards to your last post, no matter how many times you recreate the ListBuilder list, this will not affect your original Campaign.  Essentially the LisbBuilder feature is populating a table that you will be working with through the 5 ...

Hello John,   I ran tests on my test account and I am able to send emails.  I would like to see the send failure alert email.  You can send it to my address below or support@method.me.  You can also give us a call at Method support 1-888-925-6238 x2. Greg

Isdrury, Yes, when your compose window in Outlook opens up, you will see a new option in your Outlook tool bar to send an activity to Method. This button, called Send, will send your email and allow you to edit the details of your new Method activity, all from Outlook. Hope this helps! Jason