Method Community

I would like to send e-mails for each staff member from the admin login.  How can I do that with their own customized signatures?

Ok, I can see that will take some work for now.  How about if we tailor ourselves to the invoice screen?  Will what we want to achieve work?  I.E. adding the start time (arrival time) on the invoice screen and put it into the e-mail, using the names and signatures, as well as creating a follow-up/thank you e-mail button in the ...

Hello, I need to send out a mass email distribution to our customers via the ListBuilder (CRM > Campaigns > List Builder), but I am I am unable to fill list with Customers... the page is completely blank. Please look into this ASAP as I urgently need to send out this email. Thank you, Ivana GratefulGreens

I love that Method automatically sends an email to a user when I assign them an activity. However it also sends a bcc copy to me.  Where do I change this? I don't want to get this bcc copy for activities I assign to others. Thanks Maureen

Hey Victoria, I just double checked the forum settings again and tried to login as a visitor, not a registered user and it appeared to come up for me. Do you mind trying again?

Thanks Michael!  Exciting to know the icon will be possible. I'd like to file a request that being able to color the column headers would be awesome.  (and as long as this is a wish list, being able to change the color on filters)  Use Case would be to let the user know at a glance how the grid is filtered. Fyi - I'm ...

Hey Victoria- I fixed the forum and moved your post. The icon is not something that has been implemented yet. As for the column header we are still making more improvments to the grid as the time goes on.

I'm posting this here because if I try to access the Method:New Beta forum, I get a forum not found error: A couple of comments/questions on Grids There is a tantalizing option called Icon, which I was hoping would let us put icons in grids.   However, when I choose that, the icon doesn’t display in the grid, just the ...

Hi, Unlike the Activity or Listbuilder screens, the Work Order screen does not have the character functions to replace the merge field with the intended values (customer name in this instance). To achieve this, some customization is required. I recommend you look at the Activity email actions and use similar actions for the work ...