Method Community

thats wierd today it works? I didnt change anything so maybe a google error? thanks though.

Hi Justin,   I just had a customer call me with this issue as well whereby her day is filled with 15+ messages that she has been timed out and when she goes back to log in - it tells her that she is already logged in, then in order to deal with it, she has to Log Out completely and log back in.   These issues started with the new ...

Hello Ian, Yes, it is possible to send emails to the customers with the attached Sales Order PDF file. A tip for you; add a button to your Sales Order screen and you would want to ensure you save the sales order, then generate the report, after which you send the email. ;) Hope this helps.

We really want to buy method and use it but the feature to do automated emails and task assigments is not in the product. Currently we are using SalesForce and would like to move over to method. Any idea on when this technology would be implemented?    

 Hi April, Thank you for your feedback. We have noted your suggestion and will look into it. Warmest Regards, Denis

Thanks Justin. With my account, I do not see "Tables/Fields" under Customize tab. I only see Integration Tools: Import/Export, Email Calendar Integration, Method, API, ect... Also, it seems this will only display "Last Completed", not last activity, which could be "In Progress". I am looking for last Activity ...

Blake That's the kind of consulting we've done for few other people and we'd be happy to do the same for you.  It's probably best if we communicate directly.  You can reach me via email.  mark@lacrewsbsp.com.

Hello, I'm trying to retrieve multiple items from a Grid on my screen and save them as an action item so I can list them in the body of an email.  Here's the scenario, I have a Parts Order Form Screen.  On that screen is Cust. Name and important info plus an attached GRID from a separate parts table.  Everything works ...

Hello hanwell, Thanks for reaching out. We would need more table/field level details along with your company account to understand and help with the issue. Please email api@method.me with that information.

Hey Victoria, The update is on the 3-6 month roadmap. -- Loi