Method Community

This can be done through customization and will work well for your organization but only if other users (that don't have their own templates) need to print templates as well. If you want a truly fool-proof solution where other users may accidentally print out other users templates then what you can do is the following: Edit the ReportMethod ...

Hi ashead, Out of curiosity, are the users templates completely customized for each person or are only certain things changed, i.e. name, position, number, etc? Do you have other users, which don't have their own custom templates, that will also need to utilize templates as well? - Ashur

Hi Jennifer, As per our discussion this was caused by a Google Chrome caching and/or setting issue. We cleared your cache then went to Tools > Encoding > and enabled Auto-Detect. This looks to have resolved your issue. It's good to know that it only happens in Google Chrome and not other browsers. We'll most likely post this as a ...

Hey Ben, Are your employees Method users linked with their respective portal users? If so, then you can easily limit what they see on the grid using a filter. Check out this post which suggests the same approach. On a side note, will your employees strictly be utilizing the portal or will the login to the CRM as well? - Ashur

Hi Scott, I spoke with you over the phone and we resolved this matter. Let us know if you experience any other issues. - Ashur

Hi Jule, I sent you an email in regard to this Support case. Essentially, this won't work when using IE10 on a Windows 7 machine. You'll need to either downgrade to IE9 or use Firefox or Chrome instead. Please respond to the Support case. - Ashur

Hi jdcard, From my understanding, the Outlook.com servers don't support Open Relay messaging, which is how Method sends emails on your behalf. Check out this Help Centre article for more info about Open Relay messaging. You can perform a quick search online, or call Outlook.com support, to confirm whether or not they in fact support it. Hope ...

We received the following question from James by email: [quote]We have set up a customer portal. We are not trying to figure out how we can assign user roles to customer contacts. We need to be able to assign a role to each client user so that when they log in via the portal they only have access to relevant data based on their ...

Additionally, have you manually run the Generate Report action to ensure the report actually generates with the correct information showing? - Ashur

Hi andy, You can utilize the Generate Report action on any screen to pull data from wherever needed; what matters is that the report being selected is based off the table(s) you wish to retrieve the information from. Please advise how you're emailing the report and provide a screenshot of your actions if possible. - Ashur