Method Community

 Hey Lee, From what you are saying it sounds like you have copied the EmailTemplate screen. That's not what I had in mind for editing this email. Instead of editing the screen, click on View, this will allow you to use the screen. Once you have it shown, you can select the email template from the grid, at this point you can edit the ...

 Hey Lee, All you need to do is edit the template that is being used on that screen. I'll start you off, under the customize tab, in the screen list tablink, you will find "EmailTemplate". The "Follow up Activity" template can be edited from this screen. In order to get the information specific to each user, you will ...

 Hello, I just wanted to add this alternative for you try and let me know if this work around helps. First, you'll need to install the outlook add-on if you haven't done so already.  You can use the following link to install and learn more about the add-on: ...

Hello, You can send mails directly from Method but currently there is no way to directly receive e-mails in Method. There is the Outlook add-on that allows you to send e-mail to Method, however, this wouldn't help us achieve what you are looking for.  To enable Method to create a new case when an e-mail is received would mean that Method ...

 Hey Al, I have let Val know that we are looking into this through consulting time.

[quote user="kmcoffman"] "methodintegrationQB.exe-no disk. There is no disk in the drive. Please indsert a dist into drive  \device\harddisk1\dr1" I have the option to Cancel, Try Again, or Continue. This error pops up every few minutes as long as my QuickBooks is open.   [/quote] Hi Method Community ...

Good Morning Kathy, The first thing that I would check seeing as it is a new computer is that all the latest Windows Updates are installed.  Speaking from experience, I have a new 64bit Windows 7 laptop and that was the very first thing I did.  The second thing I wanted to ask you is if perhaps you have any removable drives that were ...

[quote user="Hamons"] I can't seem to find it on the live site? [/quote] Paul won't be back in the office until later in the week.  Hopefully by early next week we will have the steps you will need to follow in order to use the mobile version of Method.  

Hey Rick, There are no problems with Method, check to see what role you’re currently assigned. Have you setup users, or made any changes to user profiles? If you have not done any of the above, activate the MethodSupport user in your account and let me know the account name. I will take a quick look and let you know what I find. If this is ...

Seasons Greetings, Joyeux Noël!, Boas Festas!, Buone Feste, Ii holide ezimnandi, Sarbatori Fericite!, Frohe Weinachten!, Feliz Navidad, Mele Kalikimaka, Wesołych Świąt, Boldog Ünnepeket On behalf of the Method Team, I’d like to wish everyone a happy holiday season!  May your holidays be filled with love, joy and laughter as ...