Method Community

Hello Ivana,     Unfortunately, there isn't a way to track emails once they have left Method. If you set up the default email prefences, the emails will go through your SMTP server.  You will get undelivered and error email messages if there was a problem with an email to an account.  Also, you may be able to track ...

Okay thanks.  Would be a nice feature for you to consider implementing in a future release.  You have done a great job with the gadget making method very google centric.  This would up it a notch in my opinion for those who like to work out of gmail as much as possible.  

Hi Lance, The failure you're seeing is coming from the SMTP server. It's basically saying that the open relay protocol (which is what we use for sending emails), is disallowed for your email address. Since I don't know the email server setup, I couldn't tell you why its with your email or why it happens on occassion. Perhaps ...

Hi rpoirier, Does the email that you are sending to match the email that is on file for the contact in Method? If not, this is likely the cause of your issue, as the gadget will automatically search for the contact in Method via the email address. If you have the correct email associated with the contact in Method and this is still occurring, ...

Hi Wayne, You can do this, but you’ll need to perform some very basic screen customization first. The CRM_NewActivity screen contains 2 checkboxes labelled “Email Activity notification?” & “Email Follow-up notification?” in the section of the screen labelled Hidden Section at the very bottom. You will need to ...

Hello David,    Unfortunately,  Method does not have a timer or auto-action that you can use to send out automatic reports every day.  There has to be a user action to start any process in Method. This can be either a click of a button or change in a field.  There are certainly ways to send it to multiple email ...

Hi David,  I'm glad you're enjoying Method!  The Gmail Gadget will appear in your Gmail account when you open an email. It will look at the incoming email address and find the associated customer or job in Method. If the customer or job you are looking for has a different email address in Method then on the ...

[quote user="WQA"]Is this possible to do?[/quote] If you're using the list builder then there's no option to send that email with an attachment.  You may want to consider uploading the document to your server and sending a link to the file instead of attaching it directly to the email.  There's a good reason to do ...

[quote user="billf"]Can we customize to put the email text in the comment field or use a different field for this?[/quote] Thanks for asking here, I think a few other users would like to see this reply.  You need to start with making a copy of the CRM_ActivitiesList screen. Click the Customize > then Screens tab link Scroll ...

Every portal has a "portal administrator" user. Here's what you can do: create a new user (Customize>Users) in your account called "noreply", with this email address.  This user does not need sign in rights, so they are a free user). Then go to Customize > Portals and edit your portal. Set the portal ...