Method Community

Two more of these errors since my initial post. One desktop sync request at 8:35am this morning, and a failed select at 11:51am.  Any idea what's going on here, please? Nothing has changed on our side.

Apologies, indeed you are correct. The templates you do have access to modify in relation to reminders/assignments are:  CRM_ActivityAssignedToUser CRM_Follow-upActivityforUser The automatic activity due reminders that go out are saved on the backend, and the template is used aross all accounts - unfortunately we cannot ...

We've been getting this particular error periodically, ever since the recent reconfiguration of the API server. This particular case is an interesting one as well, as we do have a unique API server configuration which you may reference internally.  The error is not specific to any type of query, and has been returned now for both select, ...

Thank you for your response.  But this is the email that comes when a lead submits an inquiry through our web form on our Contact Us page.  I didn't see this email in the list of email templates where you pointed me to...

Hi Kumara, Would you mind sending me the name of the screen you are looking at in your account? Ill take a look and see whats going on. You can reach us at success@method.me. Thanks! -Ben

Hi, We do not allow users to create invoices in Method, but they can view existing ones.  Is there a way to edit the default App ribbon to deactivate the "new" button next to Invoice when a contact is viewed?  I have already worked within the Invoice app to not allow new invoices to be created, but I can't edit the ...

Hello All, Are you both still experiencing issues with the sync? If So, please let email me at success@method.me And we'll jump on this ASAP. @celticmoose -  the Authorization code step should be skippable. If you do not see a skip button - you can find you authorization code in Method:New (I noticed your account is ...

Hi Garrett, I had shared the answer with you over email but to make that available here in the forum community too, the answer to your request requires customizations if we wanted to alter the barriers between the different files within a multi-tenant environment. I am including our multi-tenancy help article here for anyone ...

Hi Ginger,  That sounds like a great idea. You can modify the notification email, which will remove them from receiving any of the test emails but still allow them to login. -- Morty

Hi Erica,  You are able to access the email templates that are used for the internal emails you receive from Method and make modifications (including the subject line). Head into Home > Email Templates - see:  -- Morty