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Funny - I was working on a project this evening that references the exact same templates. Here are the templates: CRM_ActivityAssignedToUser - For a regular new activity. CRM_Follow-upActivityforUser - For a follow up activity. You can edit the templates under Home > Email Templates. Paul

The following updates are now live for users of Method New Features / Updates Email Campaigns - Converted the Email From users-based dropdown to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44936) New/Edit Email Template - Converted the Email From text input to a dropdown of permitted ...

Hi Michael, Emails were sent from stock Activity screen.  The problem is not the From name, it's the To name.  I believe the value is being set correctly in Method because the email actually gets sent.  But in the Gmail application, the To name displayed is only the yourname part of yourname@domain.com email address, not the ...

  With today's release of the new portals, I can happily announce: the days of emailing PDF invoices are over. They are dead. Stick a fork in them. Emailing invoices just creates a hassle for your customers.  When your customers receive an emailed invoice they think to themselves: How do I pay for this?  I have 2 ...

You can update this info by doing the following: From your Method dashboard, click the Gear icon and choose Preferences > Email. Then you can update the password from under email.

Michael, Worked perfectly, thank you!  Nathan

That worked.  I did find that user logged in at 9:56PM and the email went out at 10:01PM, so I feel fairly certain somehow it was caused by an action by the user in the portal.  He was overdue, so it was accurate - just poorly implemented.

I really appreciate you getting back to me so soon, but I am having a hard time following your directions. Is there any way we can set up a time and you can go over this mith me on the phone or Go To Meeting?

I highly suggest that you take a look at method's  web to lead form. It's easy to use and set up and has all the features that you mentioned above.

Nancy - Got a little closer I think. My hunch is that there is something blocking our ability to read the email. In some situations we use something called "IMAP" to read parts of your email that are not normally available in a gadget, such as what attachments exist on the email. The 2 places we use IMAP are the two places you, for ...