Method Community

HI Matt, Currently there is no means to send automatic emails to customers letting them know in advance that they have a service scheduled but through the use of actions you can create a button that will send an email to a list of customers. One of my recent customizations was re-engineering the Email Work Orders button found on the Work Order ...

Matt, The easiest way to get this done is by using the Character Function action.  This allows you to join the subject line (Type In) with the name field (Value From Screen) in a variety of different styles i.e. join with space or join with comma and assign the newly joined value to an Action Result. Then, by using the Send Email action, ...

Kevin, Nice to hear you are getting into Method now.  This is a great question by the way.  To give this answer proper justice, I need to give a little background information on how mail servers work. For this example, I am going to use mail.taylorlawn.com as the example.  "mail.taylorlawn.com" can have several users ...

Hi Matt, No, you will not need to pay for another user if you make sure the user cannot sign in. The login will need to be Active though! Remember, in regards to users, you will be charged for another user if the amount of licenses increases in the My Account section.

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Estimate New (#3217) - if the “Email notification when saving?” checkbox is checked, a special miURL email gets sent to the customer.  When the customer clicks this ...

Howdy Val -    thanks for the reply! I tried what you said - I sent an email to another account and the from address showed up as our Gmail authentication address, not as Kevin, my user name. am i doing something wrong here?   Gratzi - Kevin

I have to correct my post above, there's no need to do a merge.  Create a new email template and put your HTML into the template then call a Retrieve Value From Table to get the email template.  This way you adjust your templates without having to edit your actions. ~C

 Hi Michele, At this point it can be either outlook itself or the toolbars that are preventing you from seeing the Method CRM Add On.  You can try un-installing and re-installing outlook to see if that works. Another option is to maybe try googling how to resolve toolbar conflicts and see if that provides you a solution that ...

When creating an email in Method there is a spell checker.  If you don't click on the ABC button the email will not check for spelling errors.  How can you have the spell checker automatically turn on for every email created.

We have tested our default email preferences and received the test email immediately after the test, so our email setup seems to be fine, but when we try to send an email to several recipients through the Listbuilder function, it does not seem to be working.  We did not get any error messages, and it was only a test email to 3 internal ...