Method Community

Hi Victoria,  There is a checkbox within the Edit Case screen in Method called Email Case notification to contact when saving. If this is unchecked then the related contact will not get notified by email. If this checkbox is checked however there is an option within the Google Gadget to override this setting and stop the notification email ...

 Hey Kierank, I looked into the list builder and I noticed that this button is not functioning correctly, we are looking into this and it should be corrected shortly. To edit any of the email templates you need to go to the Email Template screen. You can get to this screen by going to the activities screen, then under "send an ...

Is it possible for me to be able to create, or if there already is, an action or button to pull the lead information into an email or even better make an email template  that I can then send to share that information? Almost like outlook does with sharing the contact info in a business card format or something with similar information? Matt

I've been trying to add the e-mails to route sheets for my techs to verify contact info.  I've tried the following fields: Activity.ContactsEmail Activity.ContactEmail When that didn't work, then thougth that adding the fields to the work order.  However, those fields are not showing up at all after publishing in the work ...

Ben, All seemed to work well, did the export but didn't have a TagList field to export. So I created a column on the exported spreadsheet named TagList.  It matched your example. Then filled it with the appropriate tags we wanted. Did the import without errors. However it didn't import the TagList field. When I'm on the ...

 Thanks for the reply Mark. My client is currently using Method out of the box, so I want to confirm with you that in order to use this feature he would have to look into customization. Is that right?

Hi nicolalogworks, There are two things I can think of.  One is that you may have not checked the "Send email?" checkbox on Step 4.  If so, then the emails won't be sent.  The other is that on Step 5 when you process the list, you selected to only process checked rows, and your three contacts from Step 2 were ...

Is there a specifice document for understanding the choices to send emails from the system and the valid formats I can enter? For example, I see you can do some html type formatting for field labels to add the red asterisk, for example. In the body of the email I want to be able to send the recipient the contact details or at least a ...

Dear Haident, Thank you for your suggestion to have a two way synchronization. Although this feature will not be implemented in current version of Outlook Plugin, it will be one of the features we'll review for version 3.0. 1.      In Outlook press the "New Mail Message" ...

Hello all! I am wondering if it is possible in method when I send an email to time an automation from that time to trigger several automatic actions.....at say 7 days and then 14 and so on Method would send out task emails to various workers.   Any feedback is very appreciated! Thank You!