Method Community

Sorry for the misunderstanding and thanks for the clarification. What you're looking for can't be done as this is not something that has been implemented into Method. - Ashur

I already have my email setup in method the way you described and am using gmail.  But when I am inside of method and need to email a customer I see no way to email unless I use the native client inside of Method (this sends with my gmail account correctly but still uses the native method interface).  I could ...

Also, How do I go about adding a self populatuting address field box in the Add/editwork order screen so that when I enter an already existing client, the address pops up - I've had some problems with duplicate client names getting confused and this would stop that happening.

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