Method Community

"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.

Pdirect- What SMTP's are you trying to use? Can you post them or email them to me. -Michael

Can you try port 465 with SSL turned on for smtp.att.yahoo.com and see if that works?  I just did some searching and it looks like that is the ideal port to use with that provider. 

Hello Method! We have been emailing out of method for months now and its been working great! However I received an error today: "The SMTP server requires a secure connection or the client was not authenticated. The server response was: ; Client was not authenticated to send anonymous mail during MAIL FROM" Do you ...

This can be done through customization and will work well for your organization but only if other users (that don't have their own templates) need to print templates as well. If you want a truly fool-proof solution where other users may accidentally print out other users templates then what you can do is the following: Edit the ReportMethod ...