Method Community

The following updates are now live for users of Method. New Feature The Send Email application has had numerous user experience improvements (PL-14758) A preference for the Email Campaigns app has been added to toggle whether or not "Create Acticity on Send" is checked by default (PL-17388) The Attachment Widget has been added to ...

The following updates are now live for users of Method. New Features Linked fields are now available for use on Editable Grids (PL-16357) The user experience for Select All for Grids and Editable Grids has been improved for clarity between selecting items in view and selecting all items across all pages. ...

The following updates are now live for users of Method. New Features Improved Permissions for the Contacts App Improved Portal experience for Vendors Bugs Fixed issue where the email link sometimes opened an extra browser tab (PL-4142) Updated available preferences for Donations App (PL-4706) Fixed issue ...

Attention Google Apps and QuickBooks users! Google Apps has rapidly become the destination of choice for small and medium sized companies looking for hosted email, online spreadsheets, and a shared calendar. Even at Method HQ we dumped our Microsoft Exchange server, switched to Google Apps, and haven't looked back. It's one less thing for ...

"May" version now available The following updates are now available on the staging site.  You can access the May version by clicking "Switch to the May version" when you sign into Method. Gmail Gadget beta - use Google Apps? You can now use Method directly inside Gmail. To join the beta, read more about it here. New ...

"April" version now available The following updates are now available on the staging site.  You can access the April version by clicking "Switch to the April version" when you sign into Method. HTML Editor - we have upgraded the HTML Editor (this is the object used for typing in comments for a new activity, or for ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Status (QBD & QBO) New - Activity Status Type field providing 3 options including pending, completed or cancelled.  Any new records will be defaulted to ...

Good morning Method Community,  For those of you who are just tuning in to the CRM movie series, please note that this is a 6-movie series highlighting the benefits and features of Method CRM.  The first two movies showcased the Method CRM Sales Center and Call Center, so you may wish to view these before proceeding on with ...

 Hi Matt, I would just put the html in there without encoding the tags e.g.<strong>Something bold.</strong> Dave

Hi Andrea - to help us look into this can you please enable the MethodSupport user in your account and private email me your Method account name? Please be sure to include a link to this post in the email. Thanks you.