Method Community

Perfect.  I hid that email when saving button and made it default to unchecked.  Thanks for the info

I am the admin.  I have customized the email templats to my liking (for the most part haha)  Now how do I as a user further customize any specific email template so that it sends from my personal address, without changing the master template? Or I thought of another option that may suffice my needs if its possible.........can I add a ...

I set up a dummy customer account to access the contact portal.  When i updated contact information inside this portal, an email was autogenerated alerting me of the changes.   2 questions: 1) Does this email go out to all contacts listed for that customer, or only to the contact associated with the changes being made? 2) When I ...

Does the contacts email have to be in quickbooks in order to register and access the portal?  I have certain customers in Method CRM that have 4 or 5 contacts, which arent in Quickbooks, so will they be able to access this portal on their own without any additional setup steps on my end?

I would like to know if its possible to have Method CRM automatically email out a series of reminder emails to customers that are overdue on invoices?  For instance, on the day any particular invoice is 5 days past due, an email is triggered, with a particular message, and sent to the billing contact on file.  And then to have this same ...

Perfect step by step instructions to accomplish this.  Thanks Sam!

Thanks for the quick response.  When i go to the screen you mentioned in the report designer the "Format String" box is blank.  I clicked on the 3 dots button to the right of the box and selected currency and then clicked 'ok', however after doing that the field still remains blank.  Am I missing something here?

I am using the "Lists" tab to reference items/parts we sell.  When I click on "go to" to expand the part and get more information, is there anyway to show the transactions this part is associated with?  For instance to show the Quotes, Purchase Orders, and Invoices it was used on?    If so, how do I do ...

I have a custom field called "SIC Description" that is attached to Leads and Customers.  The information we have entered for that field populates in the "Edit Lead" screen and the view Lead screen, however when we are on the "Leads and Contact List" tab link under the Leads Tab, this custom field does not ...