Method Community

cmogletree - can you please provide more details? If you are looking for a way to import data into Method we do have a free import tool. To see this go to Customize>>>Integration Tools. 

cmogletree, Do you mind providing the steps you are taking? What exactly do you mean by "will not allow me to refresh my screen to a specific time frame."?

… if the above doesn't help, I would also check software firewalls, hardware firewalls, and anti-virus. It could just be that the Method Report Designer needs to be allowed to "talk" to the internet on the computer.

Hi cmogletree, I'm going to assume it's not a account name, user name and password issue. I took the message you were getting and popped into my dear friend Google to get an opinion. Google... [quote user="cmogletree"]"The underlying connection was closed: An unexpected error occurred on a receive."[/quote] One of ...

Hi Guys, I wanted to chime in here since this already works on my end even with the Outlook plugin. I went into Method to send an email using one of our email templates, once the email was sent to the customer (my sample "Amy Smith" must hate me) I went back to Outlook and the email does appear in the sent items folder. Here's the ...

Oh wow! You're missing all the best parts of Method. I'm going to provide you with two links. 1. Community Webinars. Scroll down to the section on 'Customization and find 'Introduction to Actions - Level 1' 2. Method Help Center where you'll also find references to our Actions & Objects.

Hi Scott, Yes, you can customize the portal screens to further limit the contact. Since you know the individual contact who is signed in you should be able to determine if they are the main entity or an additonal Method contact. One way to determine a contact vs entity is by adding actions on screen load: 1. Assign an action result using value ...

Hi there, In Method there is an action Encrypt/Decrypt Field/Object. This action allows you to either encrypts the value so that it is unreadable, or decrypts a previously encrypted value to be readable again. If the encryption/decryption fails, the original value will be returned. I believe what Paul was suggesting was to use the Start Loop ...

Hi hycari, Unfortunately no, those are "system" generated emails not ones sent through Method actions. The way it stands now we would have to look into this internally.

Hi hycari,, I've taken a look at the screen shot. Please let me know by contact me directly if you would like to have the work done through consulting. Keep in mind there's no clean way to get this on the transactions grid but we can display it on the screen for you.