Method Community

The timestamp on the app ribbons for activities is about four hours off. See screenshot

Hello Crew, In this week’s 3rd release we’ve made several fixes for to prep for the launch of Method:Donor. Summary We’ve made several fixes for to prep for the launch of Method:Donor Details and bug fixes Improved process of disconnecting QB sync from Apps.Com. (ticket #PL-999) Miscellaneous Method:Donor ...

The message field of the send email action seems to have some formatting limitations for line spacing. </br> tag doesn’t seem to work in an expression. <div> tags seem to get the line breaks but I can't get two line breaks. Am I missing something?

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 ...

Hi IBC, As per the personal message you sent me, I will do my best to explain how this can be accomplished through customization. The option I am going to present you with will only allow you to attach 1 document. If you would like to attach more, the customization becomes significantly more complicated, as Method allows a maximum of 5 ...

Is there an option to disable email notifications for assigned tasks? There are times when the emails are overkill, actually a nuisance. It would be nice to have the option to not send the email notices what asigning or reassigning an activity.

I want to verify that another field has been completed before selecting the radio button. I put some actions on change of the radio button that if the field is not completed, it clears the radio button and shows a message. The problem is…after you complete the other field, and then come back and select the original option on ...

i got the error while trying to move the activities that I exported from the old site to the new one. So during import after my data had passed validation. I think I solved the problem, I tried importing less data and it's working okay.

Hi IBC, Unfortunately, customization is required if you would like to include attachments in your list builder emails. There are several ways you can approach this customization and I would be happy to post back with an overview of one if you are interested. Just let me know. Alternatively, if you would like someone else to do the customization ...

Hi everyone, I'm looking to email my leads and customers about our products, and attach some PDFs with information on our product. There doesn't seem to be a button to attach documents to emails in List Builder, and I was wondering if it was possible to do so without going through customization.  Thank you!