Method Community

Look out bit.ly! Watch your back goo.gl! Method Integration now has a URL shortener of its own: MIurl.cc! Ever since Twitter, FaceBook and LinkedIn status updates introduced the need to say a whole lot in as little as 140 characters, URL shorteners have been all the rage.  The purpose for a URL shortener is traditionally to make a ...

It was brought to my attention this week that we need to do a much better job at telling everyone about all the features we keep adding! A little background: we were at the Midwest Accounting & Finance Showcase in Chicago this week, and we were lucky enough to be picked by Greg LaFollette for his walking tour where he brings a large group of ...

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 ...