Method Community

Hi lzimmerle, Please go to Customize > Users and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me know your Company Account Name as ...

Hi Bryan, Unfortunately, at this time we don't offer native support for Office 365 -- it's in development. The only thing I can think of is that some versions of Office 365 may offer you the ability to use a Desktp client with it, in which case the plugin may work, but otherwise there's no real way to integrate it ...

Hi Adrian, Because you are having issues with a custom screen, there is only so much we can helpy you with.  However if you send me an email with the Company Account Name you sign in with, and turn on Method Support.  I can at least take a quick look at your account and at least rule out any issues caused by Method.  To enable ...

[quote user="LaCrews"]It would be great if a document from Method's document center could be attached when sending an email from the activity screen.[/quote] Mark - we're looking into this now and will post up if it's possible.  Technically it should be possible but we're working on the solution before confirming a ...

Hi swm023,  Are you able to create an invoice for any other existing customer in Method when you don't select the checkbox for "To be e-mailed in QuickBooks?" If you are having trouble creating the invoice for this customer when you place a checkmark in the "To be emailed in QuickBooks?", are you getting the ...

 Hey Phillip, Currently users are able to create a username/password as long as they are in your Company File. Once they fill out the registration form it will send them an email with the login information. When they login, they will be able to see the tabs you have selected for the Customer Portal section. Currently the Customer Portal is ...

Hi Amanda, Thanks for reply, it was great answer. but I set up the email signature in setting, but it did not appear in body part of email. and how do I put customer first name and last name in the email.

Hi DaveGutie, You should be able to include more than one email address in the 'To' field on Step 7 of 9. I've just tested it and confirmed it saves and displays correctly when I go back to step 7. I then made a submission on the webform and received the notification at both email addresses. If this is not the behaviour you're ...

What screen is associated with the New Activity Notifications ie. the email that is sent out to notify an employee that an activity has been assigned to them with the minimum contact details of the customer it is associated with. What I want to be able to do is edit what information is sent out in that email notification. Is this even ...

Are there any plans in the works to provide email integration for MAC users via Address Book and Mail or Microsoft Entourage?