Method Community

Hi Shane, Yes you can change your Default Email Preferences in Method CRM by clicking on Customize > My Account > and then click on the (view / edit...) link next to Default Email Preferences. Finally, add the outgoing (SMTP) information for the mail server you would like to use. This can easily be found by performing a Google search. ...

Hi I'd like to set my calendar so that when I load it up, it automatically loads a pre-sel;ected filter group of resources (team members) currently it defaults to only one resource - me, as I'm signing in. how do I set this up.  I was able t do this last year but since an update early in this year, seem unable to do so now.

I thought this might help

Hi Dave, I got the error with both MethodAPIUpdate and MethodAPIUpdateV2. The error you are getting sounds like an issue I was having earlier http://www.methodintegration.com/cs/forums/t/3672.aspx

Darryl sent a follow up email -  [quote]How do I edit a form already created?[/quote] You can edit an already created form from the same screen you started the creation process on: Customize > Integration Tools > Go to Web Forms... > Load Existing Web form > Load. - Ashur

This question came in from Darryl via email -  [quote]How do I view web forms that I have created?  Is there a list somewhere in my account?[/quote] Hi Darryl, When creating/editing your web form, Step 9 of 9 will show the final layout of how your form will look. Additionally, you can also navigate to the web address which will ...

Today we were upgrading the security on our servers.  Unfortunately this had the side-effect of causing some users to experience problems while trying to login.  The problem has since been resolved and all users should be able to login normally at this time. We apologize for any inconvenience this may have caused. ~C

When sending an email from within method is there a way to use gmail instead of the native email client inside method?  If able to do this will it log it as an activity inside method? In other words I would rather use gmail when sending because it is more full featured but I don't want to have to manually go and ...

Hi Matt,   What function are you using.? I've tried to update the tenantid field of the users table from 1 to 1 like you are doing and the message I get back is "The field TenantID does not support edit". Which is different than the message you are getting. Dave

Update: For anyone experiencing issues it's advisable to clear your cache.  The problem is resolved on our end. ~C