Method Community

On Wednesday, April 21 @ 1:00pm EST, Ryan Bell will be kicking off our next wave of webinars starting with a walk through of our new Outlook Plug-In 2.0.  Learn how to add new leads/customers/vendors/contacts, create and update opportunities, save emails directly to Method and sync calendar appointments using our bi-directional sync. ...

 Hey Fran, Currently we do not have the tabs setup so you can configure each tab color. This may be something we add in later down the road. If you want to find out more about customizing the colors in Method, check out the link below. Webinar #1: Getting started with Method  

 Hello, Thanks for the additional information. Not sure if you are aware but we already have a screen for cases. If you have the CRM or Full Blown Edition you would be able to access it. Also with this screen you already have a dropdown that refers to the Method Users so you  can select who the cases are assigned to. This would take ...

 Hello, Yes, Method allows you to set permissions for specific users/ roles - this is actually one of the big advantages of using Method.  One thing you would want to keep in mind is some sort of identifier, so for instance if you want to filter invoices so that only the Rep for that invoice is allowed to view/ edit it then you would ...

[quote user="KevinB"] Heya Ryan - thanks for the reply!  however, the method of going through the advanced search method does not work as stated. if you create a new customer lead from that button,  on the Additional Info tab, true the Lead Status Only box is checked, yet the Customer Is Active ...

 Hey Maia, Take a look in the QuickBooks tab, under the Synchronize tab link. On this screen you can set the transaction history for all transactions or for individual transactions. This should help you out.

Hello! I need to know how to change the default setting of 30 days for invoice syncing.  We need access through mehtod to older invoices, as well. Thanks!   Maia Dealan-de  

Hey Kevin, If you want to enter in lead status clients all the time, you can do it 2 ways: 1, Customize the screen so by default "Is Lead Status" is always checked. 2, Or, you can use the "Advanced Search" button that's located on the Customer List screen, and then select "New Customer (Lead Status)" from ...

[quote user="KevinB"] Will do Danny - thanks a bunch for your assistance. Geez, with all this GMail love from you guys, I'd think your product would be supported bt Google Chrome Cheers, Kevin [/quote] It will be a great day when we announce supporting Chrome as a browser.  I personally use it daily and love it.  A few ...

Kevin, One last thing that I wanted to mention was that I noticed in your ISP's documentation that they require "SSL" for email SMTP connections.  This isn't an option for our SMTP so if this is required, might explain why it isn't working for you.  My suggestion is to do the Gmail route.  Not to mention, ...