Method Community

Once done with Web Forms, I can not get back to other Integration Tools.  Am I missing something?

Hi Michael, Do you think this ticket will be reviewed this week? Alec

Michael, We don't normally add estimate lines manually, we usually copy the items from other estimates. Today however, I had the need to add an item manually and noticed it didn't look right. I remembered seeing this post and thought it might help. After digging into it further, it doesn't appear that the sales price is always entered ...

It would be totally awesome if the Outlook Integration tool came equiped with a data field mapper kind of like what UPS worldship has or FedX manager has. It would open alot of possibilities I think.(maybe you'e already heading this direction. forgive me if that's the case) For example, if a QuickBooks/Method user used the cutomer name ...

Hi Della, The text editor supports HTML, most of the fancy emails sent arecreated using HTML. It should allow you to create graphic emails with lots of pictures and colors. -Michael

this came in from a user: I frequently get signed out of Method if I remain inactive for a period of time.  Is there a way to prevent this from happening?   answer: go to Customize-->My account-->Change My Account Preferences-->User Password Preferences, and enter a higher value for "Minimum minutes Method is idle ...

Hi pdirect, I am going to need to do a bit more research on this. -Michael

Does the Email Template support importing any type of file with graphics - ie a pdf or publisher file?  Trying to figure out if there is a way to actually do email "advertising" blasts  (including photos, tesxt, etc, NOT just text) using the CRM function in Method. I do understand that a single image can be imported, ...

It happens with all users and our SMTP provider is AT&T.

HI pdirect, Does this happen with specific user logins or all user logins? Who do you currently use as your email provider? -Michael