Method Community

Hi Amanda, Thanks for reply, it was great answer. but I set up the email signature in setting, but it did not appear in body part of email. and how do I put customer first name and last name in the email.

 Hello Seny, How are you linking to the secured screen from a non-secured screen? Are you using the 'Go To Tab Link' or 'Show screen in pop up' actions? If you are, then you cannot hover over the tab link to see 'https'. In this case, the only way to verify that the screen is 'https'; is to go into the ...

 Hello Ian, It is possible to set up the email so that it picks up which Account Manager(user) is sending it, and uses their email address as the 'From' email. When setting up these Account Managers in Method as Users, ensure you enter a valid email address for them in Step 1 of 7 under User settings. The next step would be to set ...

I did successfully make the screen that I wanted to be secure, however, I have another problem here, which is that: When you try to link that secured screen from a non-secured screen, it becomes unsecure. Furthermore, all the links from the secured screen will not navigate to the desired tab-link. For instance, if I made the customer list screen ...

Hi Amanda, I can send out email without problem, thanks for your reply. The problem is our company has more than method account, and each account manager want to send email from their own email address, how to set up the email from and is that possible to send email without enter user name and password. I really apperciate if I can get solution ...

Hey Gayla, I plan to post information about this topic later today, please check back later. Thanks.  

It seems as though you can only input serial numbers during incoming receipt of a purchase order?  Is that a true statement?  Also, I have not been able to assign a serial number to an item that was completed to manufacturing receiving via build assemblies.  How do I do this?  The serial number tracking box is checked against ...

 Hey, We are looking into this and will post an update as soon as possible.

Hello Ian, Is it that you want to know if there is a default Sales Order template (report) in Method? If so, we do not currently have one but we are looking into adding one soon. Also, there is no default option to send out emails with the Sales Order attached. If you would like to customize your screen to send out emails with the attached ...

Hi Beth and James, I wanted to just add in some of my own, personal feedback, with my experiences with Citrix and Terminal Servers.  I actually helped Right Networks and Insynq, both of which we are partners with, to get Method setup and installed on their environment.  While I'd love to say that our level of involvement during the ...