Method Community

I have an Email sent button in which I am trying to per Email Type and Date Difference have automated tasks set with button presses. My first button is for marking which emails are to be compared as shippment notifications 1. Start Loop through grid 2. Start conditional statement (If EmailSent:Subject is equal to "Your order has ...

Andy - can you please do the following. Within your account enable the MethodSupport user by going to Customize>>>Users and placing a checkmark beside this user. Email (do not post to this forum) your exact Method account name and Method screen name. Please be sure to include the url of this forum thread in the email to help me ...

Is there anyway to upload images or documents to a case using the case portal? When you open a case the email comes from a registered CRM user, is there anyway to have it come from a generic noreply@ecoxotic.com email? Also how do I modify the tabs for the case portal? Thanks, Brian

Do you mind sending me an email with your Account Name and contact information? Also, can you enable the MethodSupport user on your account? To do this, go to Customize>Users and in the Edit an Existing User section check the Active checkbox next to MethodSupport. From here I can sign into your account and take a look at the ...

Hi Andy, That is unusual....since it is working correctly for me. Here's what I need you to do. Enable the methodsupport user on your account. Then send me an email with your account name, and the values you are populating the parameters with, and I will see what I can find out. Dave

I had this question sent to me VIA email. How do you connect item receipts and Bills to a PO?  It does not look like it is built into the Full Blown Edition of the software.  Please advise.  

Ok, in the customer table I see FirstName, Email, and ParentFullName.  My first question is, where is CustomerName? I don't see it in the list.  Second, I just want to confrim that ParentFullName is the field I need that correlates with the drop down list for subcustomers on the NewCustomer screen When I add a new section ...

Hello, Is it possible for you to please send the header information to api@method.me? It seems like there is an authorization issue with the values you are parsing. Once I have the email, I will be able to guide you in the right direction. Regards, Inder

Hi Jule, I sent you an email in regard to this Support case. Essentially, this won't work when using IE10 on a Windows 7 machine. You'll need to either downgrade to IE9 or use Firefox or Chrome instead. Please respond to the Support case. - Ashur

TBranniganJr- I'm not exactly sure what you mean when you refer to the screen getting locked up. Can you post a screenshot or email me a screenshot of this? In regards to creating Opportunites/Leads/Customers have you taken a look at our webinars found HERE -Michael