Method Community

 HI Ronen, According to the error message, the system would not save the previous set of changes.  So, the inital settings without SSL are still there. Regarding the way the activites were created, they were all done from within the individual Customer screen.  However, I just tried it from the Activities tab in the top navigation ...

Hi lvharris, Please revert to the previous e-mail preferences settings that worked for you. When I logged into to your account, I noticed that the Customer and Contacts List, New Customer, and Edit (Customer Name) screens are all customized, but the Activites List, New Activity, New Appointment, New Task, and Log Call screens under the Activites ...

Done. aaSalesOrder v56 Located under Order Center -> Edit Orders  pull up order 1077756  I also left a voice message for paid support four days ago and have not gotten a call back.  If you could reach out to us we have a separate issue that needs attention.  You can call me at 877-919-4105 x260. Thanks.

Hi csmp,  I was working on this issue, but I wasn't able to replicate this issue as you have described it. Can you please e-mail me your company account information to r.gaisiner@methodintegration.com and can you please enable the MethodSupport user for me so I can take a look at this issue further. Ronen

Any update on this?  Have you been able to replicate on your side?  It affects all of our portals.

 HI Ronen, Just to clarify:  I do have a password, but it is never visible when logged into any of my different client's email preferences.  However it is there and the test email function always works.  I have and continue to receive the test emails.  It is the Activity email that isn't ...

  I have made progress on creating email templates, but I cannot find any way to create and send a one-time email from the estimate form with a .pdf of the print preview estimate attached. In other words, there are times when using the “save and email” button with a pre-set template won’t work because we may have ...

[quote user="Method_Ronen"] Hi khorner,  The reason that you are not able to see the contact information on the work order is because the contact information is not added directly to the new work order.  The best way to make sure that the information gets passed on to the report is by creating a linked field in the activity ...

Hi lvharris,  I noticed that in your e-mail account settings under Customize > My Account, you don't have a password indicated and in the selection for Use SSL, you have the selection of No.  Please type in a password in the Email Password field, select Yes for the selection for Use SSL, and for Port ...

Hi John M,  I was able to duplicate the issue on my end and have created an internal ticket for our team to investigate further. Once the issue has been resolved, I will update this post with additional information.  Ronen