Method Community

 Hi Ronen, Bad news.  The test email was sent and received properly.  However, my test sending you an email failed again, with the same error message. Lee

 HI Ronen, According to the error message, the system would not save the previous set of changes.  So, the inital settings without SSL are still there. Regarding the way the activites were created, they were all done from within the individual Customer screen.  However, I just tried it from the Activities tab in the top navigation ...

 HI Ronen, Just to clarify:  I do have a password, but it is never visible when logged into any of my different client's email preferences.  However it is there and the test email function always works.  I have and continue to receive the test emails.  It is the Activity email that isn't ...

 Already done.   Lee

 

Hello, When my salespeople send an email, the system sends it 16 times.  I have tested it along with them and confirmed that it is not user error.  Any solutions? Thanks, Lee 

Hello, We have 1,100 clients on an automatic service schedule.  I understand the ability to add recurring events.  However, we need them to automatically renew until they are no longer an active customer.  the key is automatically (either by check box or other method) because it will 1. t ake too long ...

 HI Michael, I do not see an option to remove filter on the home page dashboard.  When I go to the report designer, it doesn't show a filter being added.  (Mood)  Frustrated. Sincerely, "Dazed and Confused"  

Hello, I have been unsuccessful in customizing the home page.  All I am trying to do is remove the "Filter By User".  I want to see ALL of my users on one screen for the "Opportunities By Sales Stage" and "Opportunities By Month".  Any clues on how to accomplish that?

HI Michael, My client is new to Method.  They cannot find the report designer or the SalesDashboard.  I was unsuccessful as well.  Please advise. Thanks,   Lee