Method Community

Hi handcrafted, Method is capable of working with Microsoft Exchange setups, we in fact use it as well internally. However, I suggest you look into a) whether or not the "Use SSL" checkbox is checked and b) whether your mail administrator has explicitly specified IPs and ports allowed to send mail from outside sources. At present, ...

Hi Mike, This could be happening for any number of reasons. One may be that you created a custom screen who's "go to" links are taking the user to other screens that the user does not have permission to access under that role. In this case this is a permissions issue. Do you receive any error messages or do you get a blank page? ...

Hi Marty, Thanks for getting in touch. I've forwarded you an email containing instructions on how to proceed. As we get this question frequently, I wanted to share our process for handling this request. Resetting your account allows you to clear your Method account and synchronize Method with a different QuickBooks database. However, we ...

Hi Bill, The field "Name" (opportunity name) resides in the opportunity table, not the activity table. In order to pull in data from another table, we use a feature called "add linked field" which is found under Tables / Fields -> Edit "Activity" Table -> Add linked field radio box. There link using the ...

Hi Scott, Unfortunately for the time being this process is manual. However what may work for you is creating a copy of the screen you are working with, and go to customize -> screens and edit... that screen. Find the "wait for sync approval" object and on Step 1 find "Default value:" Make sure that this checkbox is ...

Hi Ian, In order for you to do the above, you have to use the groups feature. In Method, this is found under Home -> Items -> New Item... -> Group. Once you get to that screen, you can create a Gruop with Items listed in that group. Adding this group will allow you to create groups with sub-items that will populate when you add the ...

Hi pdirect. The permissions that you find under customize -> users -> Edit... -> Step 5 of 7: Access to Tables restrict access to modifying these tables and related fields under customize -> tables / fields. If on Step 4 of 7 the Tables / Fields checkbox is not selected, the user won't be able to modify those tables anyway. This ...

Hi Ian, Could you kindly elaborate on what you mean by "combo item package"? Are you trying to set-up a drop-down list that is pre-filled, are you trying to set up a group of items, or something else altogether? What are you trying to do? [quote user="ian"] "I found if i using the "enter value to the filed ...

Hello apn_rene, You are correct. In order for you to see the "customize" tab, it must be enabled by the account administrator. If your role does not permit you to see that tab, your administrator has disabled it. Regards, Denis

Hi Heather, I have tried to replicate your issue but on my end, going to Customize -> Tables / Fields -> Add a new Field works properly. Could you kindly go to Customize -> Users and enable the MethodSupport account. I will jump into your account and double check to see what is happening on your end.  Please also ...