Method Community

Our company is all about systems. We are fanatical about them. We maximize as much efficiency as we can out of our team and waste no time on tasks that can be automated.  How else do you think a small 13 person company could pull off a monster project like Method while still maintaining our existing brands?  Blood and sweat will only ...

Bryan, This error comes up when the sending email part of receiving a payment fails. Based on the error it seems that the email address being used to send the email was not authenticated. -Michael

[quote user="jpfiester"]I appreciate your help.[/quote] Thanks for posting back - glad this was corrected for you! ~C

Hey Chris, You would need to configure "Send As" permission on your mail server to allow your Users accounts to send email as your mailbox account (crm@domain.com). Here are instructions on how to do it for Office365: http://support.microsoft.com/kb/2572646 We don’t officially support Microsoft Exchange/Office 365. ...

Hey Blake, The server change should have not affected your attachment action. I did not receive any other reports of the that happening with other clients. Did you get around to fix the issue? And if so what did the fix involve? - Mortaza

Based on researching this forum, I believe our Quickbooks ticket expired. Our office manager (who manages QBO) signed out of Method and signed back in with her Intuit account to reconnect Method to Quickbooks. Under her profile, Quickbooks is shown as a connected account. However, everytime we try to sync with Quickbooks, the process is aborted. ...

So i'm not sure if this has been done or what people in the "sales" world think of this, does method currently have an email notification somewhat similar to the way when i have an admin enter me a sales lead and assign it to me.  that i could almost (and this is where i'd like feedback) send a similar email to the customer ...

I am posting this as a solution since I could not find any other post asking how to go about sending faxes from Method.  I made a custom field at the customer and vendor record which was the Efax Email.  As long as you are signed up for an efax account, you can utilize their services to send a fax via email. 1. Create a custom field for ...

Allison, The second post says you can't populate the customer email address and phone number.  Is it the Sales rep or Customer email and phone you want to populate?  If its the sales rep, they were added as linked fields, correct?  Is the email field a custom Method field? - Adam

Victor, I love you definition of a "few days"!!! It is now working. Thank you for such a quick resolution once again!