Method Community

I have assigned certain email templates to certain users.  But each user sees and can use all the email templates assigned to other users.  So what is the point of assigning users to a particular email template?  It would make more sense if this could be customized so that a user ONLY sees email templates assigned ...

pdirect, I went through the exact steps laid out in the webinar and it worked for me. I right-clicked on an appointment slot in Outlook and clicked New Appointment and then clicked Add to Method. I filled out the information in the window that came up and clicked Add to Method.  You should see the Method tags added in real time. I am using ...

  With today's release of the new portals, I can happily announce: the days of emailing PDF invoices are over. They are dead. Stick a fork in them. Emailing invoices just creates a hassle for your customers.  When your customers receive an emailed invoice they think to themselves: How do I pay for this?  I have 2 ...

I've created a couple scheduled reports (sales by rep detail) and assigned the reports to a user.  But after I save that report and go back in to edit the report, it reverts back to being assigned to the admin account instead of using the assigned account.  i.e. it's not saving any user assignment other than the admin.

When we try to add a new line item to a sales order, it doesn't work.  Nothing happens. 

I have installed the latest version of the Outlook Integration plugin on a Windows 7 computer running Outlook 2010.  When I open an appt. time slot in Outlook and click the add to method button and go through the steps to create an activity, the method tags do not show up in Outlook like they do in Webinar ...

John, For a field to be available for use in a drop down list the field must be unique. This can be set when editing or creating a table but can only be changed if the table has no records stored in it. -Michael 

Hi Ken, In order to return "Thank you for submitting your information.  A representative will contact you shortly." screen you need to do the following: 1. On "Welcome to Method Web Forms" screen (which is the first screen) choose "Load Existing Web Form" radio button 2. Choose your "Web-To-Lead" web ...

I spray pesticides, so my state requires me to keep track of where i spray them.  Becasue of this i created a table calledCounties, made a drop down list in the "ActivityjobItems" table and changed the grid in the work order screen.  It all works great. That is till I used the drop down list and it showed only RecordID and the ...

 Thanks, Victor Things seem to be working now. I also had a  devil of a time getting the email server working but I think that is set, too. One (hopefully) last question: We would like to return a screen which says "Thank you for submitting your information.  A representative will contact you shortly."  After the ...