Method Community

Hi Paul - I'm not sure I like the coloring on the left with white text when selected, and there are some formatting issues (at least on my screen).  For instance on the Email section, the fields appear below the left menu.  Otherwise the look seems good.  I'll also say that when accessing this profile screen from the Gmail ...

Kelly, I tried doing this and it worked fine for me. Has anyone in your account been able to successfully send an email from this area? What about your user specifically? This message is suggesting the authentication failed. Did you get a chance to review the link I included in the response above? There is some great tips there. I promised ...

I am trying to email a list of people who worked on a project. The main page is in one table, and I have an editable grid within that page with the list of people who should be included in the email.    I can join all of those entries, and I can put that into an action result, but then when I try and merge that action result into ...

Hi,  I'm having trouble with Method integrating with Gmail. Whenever we get a lead from the web form on our website Method is supposed to send us an email notifying us that we have a new lead in our activities section, but instead it emails us an error message instead. I'm not sure why it is able to send us an email letting us ...

Hello,  I need Method CRM to communicate with MailUp, which is an online email marketing platform. I need to be able to have my leads and customers along be emailed from CRM to Mailup and then get MailUp to be in sync for unsuscribed emails. I have the "sender name" of the email be the name of my sales associates that own the leads ...

we have tried 4 different customers and tried to create a user name and register with that email address and create a user name, we have verified these email addresses are only in our data base one time but it continues to give the following error.   This is our portal link, error below it Normal 0 false ...

The Activities table is a nice summary of chronological contacts with a lead or customer.  But if an activity is an email, I want to see at least a few lines of the email text content - so I can quickly review what we have been talking about.  As it is now, Method makes you click and open the email, going to a new screen.  Not ...

I am trying to change my default email settings under the "my account" tab in Method and receive this error: "The test email failed to send. Your settings have not been saved. Please edit the setings and try again. Here is the response we received from your email server: The operation has timed out." I just setup the ...

 I'm trying to customize our full blown Method to our sales team.  I have added a new Email field where the sales person can put in the email address of a new potential client, then mail the quote to him/her.  But the email field did not work.  Could someone point me out what are the necessary steps to accomplish ...

Hi I have created an email button on the invoice screen, I have it setup with an action to generate the invoice in a report and then an action to retrieve the customers email address an then an action to email it. So three actions in all. However I keep getting this error Error^Action Sequence:3. Error with sending data;Server says: 503 valid ...