Method Community

When sending an email from within method is there a way to use gmail instead of the native email client inside method?  If able to do this will it log it as an activity inside method? In other words I would rather use gmail when sending because it is more full featured but I don't want to have to manually go and try to find client details inside of gmail.  

Hi Shane,

Yes you can change your Default Email Preferences in Method CRM by clicking on Customize > My Account > and then click on the (view / edit...) link next to Default Email Preferences. Finally, add the outgoing (SMTP) information for the mail server you would like to use. This can easily be found by performing a Google search. Since you mentioned Gmail I included the information for you in the screenshot below. The only thing you shouldn't copy are the Usern Name and Password I used; you need to use your credentials 

Finally click Save & Send Test Email.

- Ashur

I already have my email setup in method the way you described and am using gmail.  But when I am inside of method and need to email a customer I see no way to email unless I use the native client inside of Method (this sends with my gmail account correctly but still uses the native method interface).  I could also go into gmail and send an email but then I would have to copy and paste the customer info etc....  Just to clarify what I am looking for is a way to use the gmail interface to send but have method take me out to gmail and populate email address field etc.  

Is something along these lines possible?  Hope this clarifies what I am looking for.

Sorry for the misunderstanding and thanks for the clarification. What you're looking for can't be done as this is not something that has been implemented into Method.

- Ashur

Okay thanks.  Would be a nice feature for you to consider implementing in a future release.  You have done a great job with the gadget making method very google centric.  This would up it a notch in my opinion for those who like to work out of gmail as much as possible.  

Thanks for the suggestion, I passed it along to our dev's so lets cross our fingers and see what can be done!

- Ashur