Method Community

Hi Laura, First of all, I hope you don't mind, I removed any personal information that was in your first post, but I did keep the one error message that gives us a hint to why you can't send emails anymore. "Response from Mail Server: Mailbox unavailable. The server response was: relay not permitted" This message likely ...

At anytime in the near future will Method be able to support Electronic Check with QuickBooks Merchant Services?

Hi I am having problems sending emails to customers through the CRM system. Under 'activity' there is an option to check the 'send an email' box to send an email to the customer.  This used to work as I have sent emails to customers on a daily bases before but it appears that all of a sudden (over the past few weeks) my ...

Hello. When I send out an estimate email, I would like for the customer to be able to accept or decline the estimate from within their portal access.  Depending on what they choose, I would like their estimate status to be automatically updated. Here's what I have so far... First, I created a dropdown menu that pulls the information ...

Thanks Is there a way to take the time off the work orders? We dont schelude work order by time, only by day.And then we use sort order to put the work order in the right order, When I create a lawn moving series always starts april 10 and ends november 15th, the I go to a particular occurrence to make notes and it wont let me save it , tells ...

Does anyone know if there is a problem with the Generate Report when you try to filter with a Build Selection list? The following works: But the following Gives the following error Appreciate any feedback you can provide. Stuart

From dive-bars to five-stars, I’ve served in a variety of restaurants over the last 10 years.  Working in the hospitality industry was a great way to put myself through school and was a transferable skill I also relied on as a traveler.   Looking back at the different bars and restaurants I worked in, I chuckle to myself ...

Naeem - This drop down impacts the whole grid. When i'm viewing all customers in the customer tab, this drop down changes and sorts all accounts when i change the year classification. Sorry the images didn't come through. They were there when I dropped them in, but once I posted, they vanished.  -Steve

I need to forbid printing of all data in Method for all staff members. Is there a fast way to forbid printing for a specified role or I need to go through each screen and edit the print button permissions?

Hi Adam, Yes when I go into CRM , hit the Customer Tab, and use the Existing Customers and Contacts.  I click on the Go To for a Contact which is the main contact for the customer.  No title shows up in the Rep / Type / Title column.  It goes to the Edit screen.  I select the contact tab for this customer and the contact ...