Method Community

Hi viret56, The reason that you are getting this time out error message is because you are logged into Method with the username concurrently on either a new web browser on a new tab within your current browser. You can only log into Method in one session and not two sessions with your username. The error message will appear for security ...

Hi lvharris, I just wanted to give you an update that I am looking into getting an update for the response by finding alternate ways of automatically renewing the activity. I am going to get back to you shortly with a response once I have an update from the team on an alternate solution. Ronen

Hi lvharris, Is the e-mail being sent to the same recipient 16 times? Can you test sending in the activity again by e-mailing me the template at r.gaisiner@methodintegration.com and I will confirm that this is happening for one activity. Ronen

Hi lvharris, I wanted to give you an update that I am compiling the response to this question and going to contact you shortly. Ronen

Hi lvharris, When you create a new activity, there is a checkbox for Recurring which opens up the section for the activity to set the parameters for the scheduling of the recrring activities. There is a checkbox there for Is to be renewed. This will automatically renew their recurring events until they are no longer an active customer. I hope ...

Hi lvharris,  I just wanted to let you know that I am working on getting a response to your post and will have one available shortly.  Ronen

Hi Jason Watkins,  Some of our old webinars were recorded using the GoToMeeting Codec which does not work with Macs. All new webinars for the last year and a half are all using a format that works across the board. Which webinar are you trying to view? Ronen

Hi khorner,  The following are my responses to your questions: [quote user="khorner"]2) I created a new report "maitenance ticket" and am having some trouble with some of the fields. I have in the report Activity.Name, Activity.phonenumber, and Activity.mobilephone that show no information, even though there is ...

Hi Matt,  I just wanted to update you with the great news that the Payment Method dropdown list was updated to now only show active payment methods.  Please review the Method CRM Updates - February 8 - February 15, 2012 here for more information on that update and our other great new updates we have made to Method.  I hope ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO) New - ...