Method Community

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, If your Customers access the Portal link from your website you can update the link you have currently to the one that is given to by navigating to: Customize -> Portals -> Get sign-in page web address... (on the new Portal you created) Copy the URL that is provided.  Or if they come from an Email that is ...

I know that an alert message appears that says there are conflicts to recolve pops us as part of the Method Sync Engine messaging while it's processing, but we don't always sit and watch those messages scrolling by. Nor is it intutiive how to go and find out if there are conflicts.   It would be great if the Admin could be alerted to ...

Justin, Thank you for the prompt reply.   The Method email capability is very rudimentary.  Seems a sound product strategy is to provide greater integration of the CRM with more robust email clients.  I assume that is exactly why you have the Gmail Gadget and Outlook Plugin. You indicated it isn’t possible to update ...

When creating a new activity in Method such as a New Appointment, why is the Contact info (example: Meeting for Name, Phone Number) putting this in the Event Title in the Google Calendar? If I create an event in Google this is the "what" not the "who" so why can't we have the contact's email address put in as ...

Hi Mike, First thing I would check is if the Method user's email matches what is in your default preferences. If not, you can also setup the email preferences per user and this may get rid of this. Something else to check is your mail server's settings.  Depending on your mail server, there may be a setting to remove this. Here ...

I am receiving a lead form error. I have check the forum but have been unsuccessful at resolving the problem. Please see the details of the error: ERROR MEESAGE: We couldn't authenticate web form provider. Please contact web form provider for any additional information. URL: http://landcareinc.net Posted HTML to web page: <META ...

API call is returning a string, when it should be returning an array. Look: object(stdClass)#2 (1) { ["MethodAPISelect_XMLV2Result"]=> string(377) " ACME, INC 1060 OTHER, INC 1742 " } Here's the code: $soap = new ...

rodsstuff, From which screen is the email sent from?  Is it the custom screem you created?  Or is it a stock screen like the Invoice screen, estimate screen, Activity, Case or Opportunity or all of them?  Also is this a custom email template the you created or one of our stock notification templates? Sorry for all of the ...

Hi jdcard, For Method, you would use Cases to keep track of your support cases.  With the addition of either the Gmail Gadget or the Outlook Plugin, it will allow you to log incoming emails and respond to those emails through the plugin/gadget by updating the case notes in Method.  It can either update or create a new case. ...