Method Community

 

Other ways to import email data

Last post 09-04-2012 7:36 AM by LaCrews. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next
  • 09-03-2012 1:59 PM

    Other ways to import email data

    I'm a new user so excuse my question,.  It appears there is no way to "customize" the Outlook plug-in to import more data (such as: address, phone, etc), you are just able to import the name and email address to add a new customer..  

    Is there any other way in Method to import the data from an email into the customer database??  We currently have a contact form on our web site that a new customer fills out and then the form is sent to us in an email with all of their data listed in each field.   I don't want to have to create another web form in Method if I can easily import the data from the email...???  

    Any ideas from anyone???   Thx...

  • 09-04-2012 7:36 AM In reply to

    Re: Other ways to import email data

    Answer

    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.

    Mark Crews
    Cloud Consultancy
    Principal and Developer


    • 2012 MethodCRM Partner of the Year

    • 2012 MethodCRM Community Excellence Award

    • 2011 MethodCRM Community Excellence Award


    Visit our website to find out about our training, support, and customization services.
    website: cloudconsultancyllc.com
    blog: cloudconsultancyllc.com/blog/
    ph: 434.326.1601
    e: support@cloudconsultancyllc.com

    What is Method?
Page 1 of 1 (2 items)