Method Community

 Hello Ian, It is possible to set up the email so that it picks up which Account Manager(user) is sending it, and uses their email address as the 'From' email. When setting up these Account Managers in Method as Users, ensure you enter a valid email address for them in Step 1 of 7 under User settings. The next step would be to set ...

Hey Gayla, I plan to post information about this topic later today, please check back later. Thanks.  

 Hey, We are looking into this and will post an update as soon as possible.

Hello Ian, Is it that you want to know if there is a default Sales Order template (report) in Method? If so, we do not currently have one but we are looking into adding one soon. Also, there is no default option to send out emails with the Sales Order attached. If you would like to customize your screen to send out emails with the attached ...

Hi Beth and James, I wanted to just add in some of my own, personal feedback, with my experiences with Citrix and Terminal Servers.  I actually helped Right Networks and Insynq, both of which we are partners with, to get Method setup and installed on their environment.  While I'd love to say that our level of involvement during the ...

 Hey Beth, If you can send me your email address, we do have a troubleshooting guide for desktop installations. You can use this to help you troubleshoot your setup. This will be made available for everyone on our website soon.

 Hey Beth, We do not have any documentation that is meant to get users started with a Citrix/Terminal Server setup. What we recommend is that you follow the normal installation instructions located in Method. Once you have this done, you can have your IT specialist start to troubleshoot any problems as they start to show. However, ...

 Hello Boyd, This suggestion forum is dedicated to Method users. Please bring this up with the QXpress Team as a suggestion for a future webinar topic. Here is the link to the QXpress forum: http://www.qxpress.com/cs/forums/9.aspx. Thanks.

Hello Ian, Yes, it is possible to send emails to the customers with the attached Sales Order PDF file. A tip for you; add a button to your Sales Order screen and you would want to ensure you save the sales order, then generate the report, after which you send the email. ;) Hope this helps.

A user submitted the following question: I followed the Webinar instructions on setting up serial number tracking.  I have verified that the "is serial number tracking required?" box is checked against the item however, I am still not able to populate the serial number field within the bin.  I noticed that when I open ...