Method Community

Hey John, There is already a forum post about this issue HERE. Let me know if your circumstances are different then the ones mentioned in the other forum post. -Michael

Hi ghawton, My apologies that it took so long, but as per our Method:Classic release today, this issue has been resolved. Please test this again and post back if it’s still a problem. Thank you, Audisho

Hi rodsstuff, As per our discussion the screen is customized which is why you weren't seeing the Character Function actions in the button you were editing. I mentioned that you would need to link the Company table to the Activity table but that was incorrect. You'll only need copy the Character Function actions (one for the Email ...

 Hey Lee, All you need to do is edit the template that is being used on that screen. I'll start you off, under the customize tab, in the screen list tablink, you will find "EmailTemplate". The "Follow up Activity" template can be edited from this screen. In order to get the information specific to each user, you will ...

Greg, Thank you for your patience and explanations.  In my experience, Method (or at least Quickbooks) does not accept 2 customers with the same email address.  When someone inputs a contact through our web form and uses their email address, will Method still accept this contact with the identical email as the contact that's already ...

Michael, Ok this was strange, i just got anouther email from the same case. This time it took me to the reg sign in page where it just askes for your email address. So it looks like this is working.  Thanks! The only thing left is the comment section.  Its showing this:<p><b>02-Aug-2011 08:07:00 AM, JohnM (staff) ...

Many times this has happened.  I go to click on the activity I have scheduled.  It has the correct contact name connected to the activity.  Sometimes when I click on email, another person from the same company's email pops up instead of the contact I have selected.  I think this is a glitch.  Please help.

Hello Dieter, Thanks for reaching out. We are not seeing any issues for that call on our end. If you are still seeing issues please send an email to api@method.me with Accountname, Table and recordid details. The API update that went out yesterday was just for throttling limits and we dont reject requests just delay it.

Hi Gerry, Happy to help help out with this one! There might be some sensetive information we need to discuss which is probably best not left over a public forum like this. Would you mind shooting me an email at success@method.me with your Account name? I can take a look on my end. Thanks Gerry! -Ben

I spent 11 years working in capital markets, as an arbitrageur and market maker at the Chicago Board of Trade (CBOT).  It was a wonderful experience that taught me a tremendous amount about markets and myself.  Since then, I have become Director of Finance at Method, which I thought would be a large departure from my former life. ...