Method Community

The following updates are now live for users of Method New Features / Updates Sales Receipts - Removed the "from" section in the email preview for Email Security. (PL-45272) Email Campaigns - The email analytics will no longer display on the View Campaign screen for campaigns sent via non-Method, custom email servers. ...

We previewed a great new feature at the Scaling New Heights conference last week called "Reminders", and I'm happy to announce this is now live in all Method accounts.  If you turn Reminders on in your account, Method will send you an email 15 minutes before your activity is due, along with a link that takes you straight into ...

I want to create a hyperlink to a record in Method that I can copy into an email or chat or other document. I can use the REST API if required. The RecordIDs returned in the REST API look like simple numbers (e.g. 1, 24, 356, etc). But the URL shown in my browser's address bar appears to bare no relation to this ID. It looks more like ...

Hi Mamoon, thanks for the suggestion. Yes I have tried the app routines but it is no where near often enough for what I need. If I were able to set a schedule for example every 10 minutes, that would do it, but the ~3 hour window is not going to do it. The use case is with the timer function so I require a regular check to see if ca timer ...

This was helpful, as I hadn't been using the Update API before this.  I've successfully gotten the UpdateAPI to update fields such as Telephone and Name at this point, but if I try and update the "TagList" field with a value of "NewTag", no tags are set and I can't view them on my contacts page.  This is ...

Thanks Ben! After creating a whole new app to demonstrate to you, what I am trying to accomplish ...I stumbled upon Email Templates, and decided that I might be better served to generate a form letter from there. The problem I was having...is addressed by mailmerge and character functions. Can you point me to a reference for ...

We are using the api to sync information from a web form that the customer fills out about themselves, back into method.  We first noticed this error when our QA tester tried to enter javascript into one of the fields.  We are now validating that no fields contain potential HTML or javascript tags, so we do not expect any users to be ...

Hello All, Are you both still experiencing issues with the sync? If So, please let email me at success@method.me And we'll jump on this ASAP. @celticmoose -  the Authorization code step should be skippable. If you do not see a skip button - you can find you authorization code in Method:New (I noticed your account is ...

Fran, thanks for your reply. I'm aware that Method has a trial, as does Insightly, and most other CRMs.  The problem is that the investment of time can be 20 hours or more by the point you figure out that any given platform can't fulfill a certain function.  And if you test three... four... five or more platforms concurrently, ...

Hi dknoben, I'm sorry to hear that you're running into this issue. Any custom fields that you add should be editable by default. You should not need to add the field to a screen in order for it to be editable. In the case of a dropdown field, you will need to select a value that already exists in the table that the field is based on. ...