Method Community

I just noticed this as well. I was creating a new activity by logging a phone call. I wanted to link the new phone call activity to an existing activity such as an email or a work order. When I click the dropdown, all that is visible is the activity number and status. The comments would certainly be helpful in the list to know which activity I am ...

Hi Tiffany, The reason why you were not been able to get email to work is because unfortunatelly Web Forms does not support POP3 protocol; It only supports SMTP protocol. For the error "The remote certificate is invalid according to the validation procedure." it does sound strange that you didn't receive the same error as when ...

Hi Heather, I have tried to replicate your issue but on my end, going to Customize -> Tables / Fields -> Add a new Field works properly. Could you kindly go to Customize -> Users and enable the MethodSupport account. I will jump into your account and double check to see what is happening on your end.  Please also ...

That would be a possible quick way of doing it.  But here's my thoughts: 1. We can't guarantee the sync engine will be open - so users depending on the daily task will find it undependable. 2. There's an authentication problem - since we need to create a security token in order to open a screen. Right now there is no ...

Palmer, If you are trying to add info to an existing record in the Customer table, you're going to want to use the UpdateAPI call. The InsertAPI call is for adding a new record. If all you need to do is update existing records in the customer table I have an Excel spreadsheet that should do the trick for you. You can email me at ...

Jonathan, Thanks for the update. The following response was sent via email. The issue I was experiencing was connectivity. It would not connect to the Method servers for Sync. It appears to be solved at this time. I disabled the secondary NIC card on the server as some programs are confused by two NIC’s. I will follow up if this does not ...

Michael – The Action Sequence: 5 should be resolved for your Method/Xora account. *** Al, Welcome to our community forums. It doesn’t sound like this message came from a Method account set up to use Xora as is the case with Michael above. Have you done any customization in this area? If this is happening from the Customer ...

Hi Navitha, Thank you for enabling MethodSupport. I was able to log into the account and export the grid to an Excel. I noticed there are hundreds of records being exported and quickly skimmed through the column you specified. The dates seem ok from my end but keep in mind I did a very quick skim as I am not prepared to review the lists record by ...

Hi Michael, I’ve tested this several ways and you’re right but I don’t think this is any kind of glitch. I used the stock Activity screen to send an email via one of the templates to ‘methodsample@domain.com’. I then went to view the ‘Sent Mail’ from Gmail web access and saw only To ...

smohyee- What is the 'Due On' set for these activities? If the 'Due On' date is either today or earlier then today and the status is not cancelled or complete it should show up in this list if thats not the case, can you enable MethodSupport(Customize  > Users) and email me your account name and I will take a ...