Method Community

I have assigned certain email templates to certain users.  But each user sees and can use all the email templates assigned to other users.  So what is the point of assigning users to a particular email template?  It would make more sense if this could be customized so that a user ONLY sees email templates assigned ...

On step 7 of the wizard, I checked the box to enable Internal email alert and entered the To and From email addresses. I then copied the html and placed it on my website. When I tried using the form the information appeared in Method properly, but I did not receive an email alert. Just to make sure my email settings were setup properly, I sent an ...

I have email setup for certain things like a change was made to the database to notify other users.  What I need is a quick, EASY, way to allow the person who is making the change to type a quick sentence into the body of the email to let the others know what they changed. What would be perfect is if they clicked the "email ...

Hello Okay - no laughing please. We currently have three users. When I set up the email settings in the customise section - we all end up with the same eMail address. e.g. I go to customize Add in my smtp settings Add an email address (e.g. admin@*******.co.uk) - And a password Then save settings - and this email address is set up ...

Ben, Thank you this was very helpful. So by using the Mchimp integration sending my already opted in addresses to mailchimp do they still require to get opt in authorized if coming from method? if a customer opts out in mailchimp does it sync with method as well?

Hi Botanica, I see that you have already reached out to our online chat and they have provided you with the next steps. This would require a bit of customization to achieve the desired result.  -Inder

Hello Victoria,    We'll take it into consideration.  Sometimes our hands are tied due to limitations in the availability of data to use from Google.    Thanks for you input,    Greg

Dbrunette- Method has a reminder feature built in that will send a reminder 15 minutes before an activity(Call) is due it doesn't automatically send them an email when a call is created, though you could through customization have Method send an email to their phone anytime a new Call is created. Are they logging into the mobile website when ...

To anyone else following this thread, I was able to discuss this issue with Rob yesterday, and we have been able to get this resolved.  This was a bit of an odd case, I haven't seen this issue before, but I believe it was caused by Rob's WebService provider.  Just to recap, according to the error message Rob provided in his ...

Mary, Try this and let me know the outcome. View your employees in Method, check out only the one's that don't show up on the Users screen. If they don't have an email address then that's the problem, you need to add one for them to show up. If they do have an email address then just edit it by adding or removing a character ...