Method Community

Hello, We are using Office 365. I have created a new mailbox called crm@domain.com. I want system emails from Method Me to be sent out from this mailbox. Seems like a simple thing, but when the system tries to send an email using these settings, I receive an error message stating: >>>The test email failed to send. Your settings have ...

So I've been using Method for a while now, and I like it's capabilities....it's one of the few that interfaces with Quickbooks, and it seems many are running from the QB interface....hopefully Method keeps it up... Few things I'd really like to get more info on as these have had me actually looking for another CRM... 1.) ...

Laura, It actually looks like the web form is working correctly.  Method is sending the email using your SMTP server settings.  When it attempts to send the email, it is getting back the following message from the server.   Your client had encountered an error with web form Web-To-Lead4. This may be due to incorrect setup of the ...

Nicole- What kind of permissions do you have on that computer? Are you an admin? Try right-clicking on the install file MethodOutlookAddIn.exe and select Run As Admin. If you are still having issues email me and we can setup a time for me to connect to your computer and take a look at this issue. -Michael

[quote user="pdirect"] Thanks, but it seems it would make more sense to make this available in a "downloads" or "applications" section instead of a forum.  [/quote] It's also located under Customize > Integration Tools > Email/Calendar Integration within Method itself.  That will ...

Hi Bryan, Strange -- can you try to send another test email and let me know? I'll check our email queue to see if it's getting stuck on anything. Your'e using the SMTP settings that Office 365 provided? I'm not sure which ports you've tried, but give 465 (with SSL), 587 (with SSL) and 25 (without SSL) a try as well. Naeem

Hi Nebo, This does sound a little strange, I am unsure exactly what is happening here without being able to look at your account.  Would you mind turning Method Support on for your account so I can look at it myself?  This can be done by going to Customize->Users, then locate the "MethodSupport" user and make sure there is ...

Hey jwarren,, Can you email us your Company Account name and activate the MethodSupport user?  To do so, go to Customize>Users and click the Activecheck box next to the MethodSupport user.  Feel free to reference this thread in the email so the support analyst can have all the ...

Adrian, I have been trying to replicate this in my own account, but am unable to get this odd behaviour to occur.  Would you be able to turn on MethodSupport in in your account so we can take a quick look to see this first hand?  This can be done by going to Customize-Users, and in the "Edit an existing User" area make ...

MisterBill- This involves customizing the Send Email action on the button thats does the emailing to include an attachment. When you generate a report(Invoice/estimate/etc..) you can assign it to an Action Result and that action result and be used in the Send Email action for attachments. I would suggest being careful though you want to make ...