Method Community

justjava,  What exactly does the error say? Can you paste it here? What are you typing in for the user name field? Your user name or your email address? Try the opposite. Also, if you have tried multiple times in a row without success, I suggest waiting an hour or two before trying again. If you're still having trouble feel ...

Hello All! Our company uses a grid on our estimates page in order to display all of the item numbers/ descriptions / Quantity and the like a customer is interested in. For each client our sales reps will use this unique grid that saves what the customer is purchasing and all of its details. I am attempting to set up an item survey tool on ...

That link to the old forum thread doesn't work for me. What is the title (search) for that thread? Also, how does someone from the customer portal log into the "job" instead of the parent? Isn't the login linked to Quickbooks via email address? The Parent and Job have the same email address, but I'm not seeing an ...

Hi Annette, There is no way to disable a portal.  Are the customers being sent emails with the portal link in them from Method?  If so, you could find the email template being used under the tab Home > Email Templates, and alter the template to remove the link to the portal.  The Invoice Notification template has such a ...

[quote user="NeilRick"]My question is would it be possible to automate a function that after seven days would email the account manager a task?[/quote] Yes.  I would create a field (or table) that stores the date you emailed the customer.  Then when the home dashboard loads you can trigger an action that checks the table ...

pdirect- I was looking for the server address. For both office 365 and AT&T we have seen port 587 resolve this issue. -Michael

Hi Lisa, If you'd like me to take a quick look, go to Customize > Users in Method and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking ...

Jason, thanks for the reply. Yes, I'm using merge fields to replace fields from the EstimateLine table, but I'm guessing this will only pull through the first record found that matches the filter.

Hi there.  We use exchange internally and do not have POP enabled.  I recommend checking the server to see if your settings are set up to allow for authenticated users to send emails.

Hi there, Gmail keeps signing me out right after I open an email from one of our employees. It only seems to occur when I open his emails, and it seems to be right after the gmail gagdet loads, indicating that there is no associated contact. Is this an issue that has been reported before? Thanks, -Stephen