Method Community

Hi Jack, There are lots of places to send an email through Method, but if you are contacting customers, the activity screen is the place you probably want to be. So you're in the right spot. When you say you've changed the default in the From Name field, do you mean in the Send Email action?  If so, I think what you're seeing is ...

Hi Nancy, Unfortunately, what you're looking to do through the Import/Export tool isn't possible out of the box. You could customize your Method screens to automatically update your customer records with the changed rep. I'll explain. When you are importing or updating a table in Method, you are only updating that table. In your ...

Hi ekovach, You came to the right place. I believe we've had a request for this in the past.  I can't say if or when this might be developed, but our forums are the best place to make feature requests like this. We love hearing what our users think would make Method better.  I can say that we have an Office 365 (the online ...

  Hi there again, this is Adam from the Support team! For this blog post, I thought I’d talk a bit about incorporating multiple currencies into Method:CRM. In QuickBooks, you can enable a feature to allow for transactions in foreign currencies. This works great for businesses who have customers in the U.S and Canada, or overseas. ...

Hi Mike, Each user can change the default email server.  This is found the in the profile section at the top right of the screen. For the "on behalf of", this is something that has to do with your email server.  The "on behalf of" is part of a verification process to avoid spam. Some email clients will add this to ...

Hi Mike, First thing I would check is if the Method user's email matches what is in your default preferences. If not, you can also setup the email preferences per user and this may get rid of this. Something else to check is your mail server's settings.  Depending on your mail server, there may be a setting to remove this. Here ...

Hi Jeffrey, I think its important to separate what a 'Contact" is from a Customer or Lead.  Are they new or potential customers or simply the additional contact info for already existing customers or leads? I'd recommend going through our Help Center and specifically our Leads section, to get a better understanding of the ...

Hi CF_Pro, This can be done fairly easily. Just go to the Customize > Tabs screen.  For the Home tab, click Edit Tab Links. On the next screen, click Edit under "Roles that can view" and select the Staff role. Click Save, then click Finish and you're done.  Your users will need to refresh their screens before they can ...

Hi CF_Pro, This really depends on how you want to organize your QuickBooks data, and has little to do with Method.  Since the company name will always be the company name, the question really comes down to how you'd like to utilize the Customer Name in QuickBooks. Understand that Method will sync with whatever you decide to use in ...

Hi mpruet, I'm going try and recreate this in my account.  Also, could you enable MethodSupport for the account, and send me an email with your company account, and expense this is happening on so I can take a look. Thanks, - Adam