Method Community

OK, let me start over because I don't think I'm being clear.  We use the Sales Center for Opportunities.  For each Opportunity, we set up activities to follow up.  This could include a phone call, an email, or mailing information.  These activities all have follow updates &comments on them.  This is the report ...

 Hi no customizing on this screen all left as default. It is in the recent transactions screen. The print preview on all recent transactions opens a new window using the simple invoice report all the values for the report are in it but there is no customer information. Beside that there is a tab called unpaid invoices and there is a print ...

My method account has the following settings: email server address: smtp.att.yahoo.com Port: 587 Use SS: no Looking at my notes, ATT said that port 25 on there end was blocked when i was using Method.  Dont know what they mean by "their ports" Good luck. John M

Hello. New user here. Certainly like what I see so far. I need to be able to move the existing emails that I have sitting in Gmail into the CRM so I have a record of what happened with each client before I moved into Method. Other CRMS have had an email address that you could forward your existing email to. Is that the case here? If so, I ...

Hello Method! I received an email error for a specific user. The " Response from Mail Server Mailbox unavailable. The server response was: 5.7.60 SMTP; Client does not have permissions to send as this sender " Nothing has changed in our Office 365 environment. The user has send as permissions from the admin ...

When I assign an activity to another employee I get email for me to do it. It says:  Activity The following activity has been assigned to you. It may require your attention. To view, update or complete this activity, please visit... ------------------------------- It'd be nice to get a CC which I'm assuming this is. ...

I keep getting a reminder stating "Dear account owner, recently you have setup web form Web-To-Lead and have enabled email notification, without setting up your mail server first. Please setup your email server, otherwise you will constantly be receiving these reminders. Thank you." and I havent been able to find any information on ...

I send an appointment confromation to every customer I schedule and would like to insert html code in the body of the email. I get an error to conact method support when I put html code in the body section of the email function. I did find a limited work around by using the assign value to action result but it still won't let me put in ...

I added an Activity to existing case and email was sent to Client... (luckily my comments were nice).  But I did not intend to have that sent. Could the option to email be more clearly shown in gadget?  Also, until I pressed  "edit activity details".. I did not know that "Comments" were external and this button ...

Was trying to set up Default Email Preferences under Customize/ My Account.  I was able to get it to work when I used my yahoo account, but that is not the account I need to use.  I was just testing to see if I could get it to work.  Now I changed the server, user and password to our business email and when I click ...