Method Community

[quote user="Laura Madeira"]  A little more detail might help. We have a generic email that all leads come in through email. I personally manage that and then assign the lead to the appropriate person. I would like the tool to recognize who the lead is assigned to and when each person integrates with Outlook it would recognize ...

Greetings, I use to have the same issue and I am not sure if this is the correct way of doing it but here goes. I used a picture box then uploaded the pic to the template and it worked for me.  John M

Val, I went into Customer Center; picked the client;went into the activities tab; clicked "go to"; then clicked the "send email" tab; filled in my email address in both the to and from; picked a template and typed in the subject line and body of email; then clicked "complete, save and close".  That is when I ...

Michael: I disagree on a couple of points - the primary one being your suggestion that the data 'crossover' was a display-only problem. The issue of whether the contacts were linked to the correct customers is a secondary one, and may well be a display problem. However, the primary issue was that the contact information - specifically ...

[quote user="pdirect"]I'll email the name to you if you provide your email address...[/quote] Sorry for the confusion, I made my email a link in the previous post but I think it was missed.  My email is c.ridgway@methodintegration.com.  Make sure to email me the full name as it appears in QuickBooks. ~C

I had the same issue with the list builder and leaving the Contacts.FirstName text in an email where it was supposed to personalize it.  What makes me really angry about this is that Method's own "what is a merge field" dialog says to do it this way on the email template screen.  If an email template isn't going to ...

I just did a quick debug and I see the action result for the PDF document I'm attaching to the email is a good link. For some reason the email just isn't attaching the doc.

Hi, need one more thing. I cant seem to make where clause work. I looked at ASP example and there it says you can create where like this Where (eg. Balance > 0). Tried things bellow didn't work: 'strCompanyAccount' => '', 'strLogin' => 'xxx', 'strPassword' => 'xxx', ...

Hi James, Im going to create a support case for you and have a rep reach out. Ill fill them in on the details of what weve discussed here and see whats been going on here. James would you be able to email me with the name of your method company account or a contact number? I cant seem to find you in our system based off of the email address ...

Hello industrialrobotix,      It may be one of the action results that is not set correctly.  You will have to find where they are set and see if they are being generated correctly.  Also, compare the URL you receive from the email (what's in the URL bar when you get the error?) and the URL when you open the ...