Method Community

So I just did a Google search to check the latest share price on…you guessed it, Google. It seems the company is holding up well while our users continually ask ‘How do we use Gmail with Method?’ The answer you’ve all been waiting for is here. Use the settings below and refer to the post above if needed. It’s ...

[quote user="jpfiester"]Any help?[/quote] Hi January, Let me check a few things from you... From the Home tab click Email Templates then click select on CRM_ActivityAssignedToUser.  Type in the From email you'd like this to come from - notifications@mydomain.com then click save.  Next click select on any other ...

 I am still writing about the Customer screen, as in my last post. My users have requested that they would like to click on the email address (we will take a button adjacent to the email address) that allows them to send an email. I have found commands in the text box properties that allow me to "add actions" including "send ...

Hi pdirect, I just wanted to add a couple of extra things. The error is coming from the SMTP provider, not from Method.  Method is only reporting back the error from the SMTP provider.     Method does things different than actual email clients like Outlook. In Outlook when you send an email it adds it to your Outbox, ...

Hey Ben, So I figured out the character function problem but now I am having trouble grabbing the correct information from the table. So what I am trying to do is create a custom email template for Estimates, so that when one of our staff creates a Estitamte, this will also generate a PDF report which can be emailed to ...

Hello Ivana,      I did have one suggestion.  When using the List Builder, you can create an activity that marks an email being sent out.  In Step 3 of the List Builder, check-off Add Activity? and create an activity to record the email going out.  This would allow you to have an activity indicating if a user ...

 Hi there, Another option, is to have a “Note” text box on the actual screen with the 'Email Changes' button on the same screen.  The user could just enter the 'Note' (body of email) and then click 'Email Changes'. If you like, you can make the Notes field hidden, and perhaps have a button on ...

Mortaza, Prior to receiving your reply I actually coded a solution the hard way which works well. I also tested the approach you suggested above and it too works, but works slightly different. When doing it my way, the PDF reports are individually generated and attached as separate files to the sent email. Doing it the way described by you above ...

Actually, I forgot to mention: I changed the field names from "veiwContact.Email" to "viewCustomer.Email" and the entire page wouldn't generate. This is the exact script I used (both with the brackets at the beginning and end, and without them. (CASE WHEN viewCustomer.Email IS NULL OR viewCustomer.Email='' ...

Hello industrialrobotix,      This is something you can contact Method support to help you out. The number is 1-888-925-6238 x2. It's hard to diagnose over the forums because it usually involves trying different combonations until it works.  My guess by looking at your credentials is that either the server name ...