Method Community

Hi rollerman, I might be late to respond to this query and you might have already find the solution for this. BUt if you have not and for those who are wondering how to achieve this, here is an easier workflow. You can achieve this by adding a tag to the contact list or the list of people you want to send email to. Then you can use our stock ...

Hi Brett, As of now, we do not have this on our roadmap. But I will pass this feedback to our product team for future developments. Cheers, Inder

Hi Bob L and Anoop, That is indeed an amazing feature to have. We do have this on our features list to have in Method. But in the meantime, you can use the ringcentral API to achieve this in Method.  Regards, Inder

Hi boblaw, I know its a bit late to ask for but if this is still an issue for you, can you provide me a screenshot of where this is happening so that I get a better idea to help you out and guide you in right direction. -Inder

Hi Sush,  Are your Vendors getting an email to pay from Method? If yes, you can setup any payment gateway in Method from the list we support. You can find out more about the Payment Gateways we support here. Hope that helps! -Inder

Just to add to what Tom1010 has mentioned above, you can have as many contacts as you want but they are all part of the same Entity in Method. Let me know what kind of issues you are running into and our support team can look into this for you.  You can reach out to us on 1-888-925-6238 or you can start a chat from your Method account itself.

Hi mwillis73, You can definitley logged the emails in Method as an Activity and attached to the contact you want to. In Method, we use Method:Sidebar for Gmail to do that. Also, here is an article on Activities in Method. We do not have a dedicated email address where you could forward all the emails in Method. My ...

Hi Leigh, We currently do not have SQL overrides in the new version of Method. Since there is no 1:1 relationship with there could be many Estimates related to an opportunity. Once this realtionship is created with the help of customization you can use the custom filters to achieve the above request.  It is a little complex customization ...

Hi Rich, Once MailChimp is connected to Method:CRM, you can export all the contacts listed in the grid to a MailChimp list.  The export will respect the filter views and the current search results. So if you search for a particular tag, for example, a "VIP" tag, then only contacts tagged with "VIP" will be sent to ...

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