Method Community

 Denis, after doing more research on the exchange server end, I did find out that the default settings for exchange server 2007 will NOT allow for relaying email from third party apps. Therefore, I have to configure it to allow your software to relay email. In doing this, we need to lock it down to a specific IP address or a block of ...

Hello Aaronseal, Here's my asnwer. To set up you email in Method,  In Method CRM, go to Customize > My Account. Click view / edit... beside Default Email Preferences. Enter your SMTP mail server settings. If you are unsure what your settings are, you may have to ask the person at your company who setup your ...

Hey Judy - good to hear from you again.  Hmm......so there's two things you'd want to send in this case (1) a report turned into a PDF as an attachment; (2) and an Estimate or Invoice as the email body (in HTML). So, yes, this is *absolutely possible* with customization.  Attaching an PDF to an email is ...

What I would like to do: In the Edit Customer screen, I have a tab section called "Subaccounts" that has a grid that shows all subaccounts and associated information (active/inactive, phone number, email, etc.). I would like the email field to be a hyperlink that launches a new email. The field is the Email field pulled from ...

I already have my email setup in method the way you described and am using gmail.  But when I am inside of method and need to email a customer I see no way to email unless I use the native client inside of Method (this sends with my gmail account correctly but still uses the native method interface).  I could ...

 Hi Denis, thank you for the quick response. So, you are saying that method works with default exchange settings, so that means as long as the correct mail server, username and password are entered, then it should connect. Problem is it does not. (And yes, we do require SSL and I have that turned on.) So, that tells me that I would ...

Hello industrialrobotix,    I haven't seen an email template to resend a portal link.  You would have to do a customization.  You can create an email template with the URL hard-coded on the email or have a button on the customer screen that sends the customer the reminder email.  The email templates are located at CRM ...

Hi Russel, I'm sorry I wasn't clear enough. My goal is to be able to add an incoming email as an activity in Method and then reply to it from within Method as if I was replying via Gmail. For example, when I reply in Gmail, it quotes the incoming email and I can put my reply above the quoted message along with my signature. That ...

Hi Ben, Since this is an install issue, we can troubleshoot this over the phone.  Call 1-888-925-6238 and select 2 for support and we can help you with this.  Alternatviely, you can email support at support@methodintegration.com and let us know a good time when you can be reached.  - Adam

Tried to send an estimate.  Took Method a long time, said the message was "healthy"....now I am literally getting an email every 2 seconds from Method....33 per minute...I can't make it stop. I cant reach tech support - nobody answering.  My email server is going to crash....any help would be appreciated.   Says a ...