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[quote user="Selwyn van Rooyen"] I have this same comment...  Would be great to default to the email's date & time rather than current time.  Also, if in the Sent folder, default the activity type to Email Outgoing instead of Email Incomming. [/quote] Selwyn - You can set a default activity type for the activity your ...

@pdirect - I've gone really deep on this one, actually running it through the source code and getting the raw messages back from the mail servers. I'm the one that actually did the core backend coding on the email queue server....so how do I say politely that you really need to trust me on this one :)?   One thing that did change a ...

Hello Jule, Quickbooks and Method do not share custom templates for printing or emailing. However, you can accomplish the same type of workflow by utilizing Method's print and email templates. At the bottom of the New/Edit Invoice screen click More Actions... Select Choose email template to set the email ...

There is a way....but it isn't as clean as you'd like. 1. Use the Create Short URL action to create a http://miurl.cc link for their portal.  You can either do this using Method actions (and store this URL with your own credentials in your current web site database), or dynamically using the Method API (you need to call our web ...

MisterBill- Something like this could be possible with Method using the Portal, there is a flag for Opt out of marketing for contacts which could be what is used to determine who gets further emails from Method. As to how long it will take to implement something like this its really hard to say there are alot of variables and aspects that would ...

Fred- You would have to do some customization but you could use something like the List Builder (Campaigns > List Builder) and modify it to build a list based on the renewal date. With the list builder you can send out an email and for each email sent out create an activity for the customer to make note that an email was sent (we actually use ...

 Hi Kelly, The settings under Customize > My Account > Default Email Preference should be the default settings. You shouldn't have to go in there and switch it between you and Judy. You can contact your ISP to confirm what the settings there should be. To specify the email address for each user, you need to go to Customize > ...

 Hey, Glad to see you were able to get that working. To show a pop up message you will want to use the "show message" action. You can find out more about this action in the webinar I have liked below. www.methodintegration.com/.../2009-08-05CommunityWebinar4_IntroductionToActions_Level1.wmv Hope this helps!

 Hey, What you are trying to do is use merged fields, this will retrieve a value from the table and place it into your email. To make Merged Fields work, you'll need to run a Character Function action for every table used in merge fields, specifically the 'Replace merge fields' command, to replace the merge fields with real ...

Selwyn - If I'm replying to an email though, 99.9% of the time I select "Emai Incoming & Outgoing" if I am replying to the email I received.  Email Incoming means I received an email and did not reply to it, however I want to log this in Method CRM.