Method Community

Sounds like something isn't working properly in your account for that screen.  Can you please enable the Method Support user in your account?  This can be done by going to: Customize > Users. Check the checkbox for "Active" for Method Support.   Once that is done, please email into ...

  Hey Michelle, The list builder is going through your whole company file looking for items that match your criteria. This can take longer if you have a large company file. We don’t have a way yet that will allow us to stop the actions in the middle of running. If you want to do a search and omit Customer:Job you will see on the ...

The following question was sent to us via email.  I'm responding here on the forum so other members of the Method Community can benefit from the answer as well. A user asks: "How are fields in tables edited?  They are all greyed out." Fields are edited by clicking Customize > Tables/Fields and then selecting the ...

Hello,  We use Gmail for our email platform and are able to sync our emails with Method per email. Is there a way to upload our emails in mass to method instead of one at a time? Thanks!

Hi Steve, The Outlook plugin is not dependant on your email provider or email server. Using Office 365 should not cause any issues with the plugin. I hope this helps. -Audisho

Hi Savanna, Please take a look at our following help center article: Solution No. 84 Follow-up if you run into any errors and/or need further assistance. -- Mortaza

Scott, By default the Contacts table should have the Taglist field, are you sure you aren't importing to the "Customers" table, or any other table?  Please confirm. -Ben

[Topic bump] Ryan, just checking in - any news on the image thing?

The following updates are now live for users of Method New Features / Updates Donations - Improved logic to handle inactive customers and assignees on recurring donations. (PL-49117 ) Fixes Contacts - Fixed an issue of updating the Title field while editing the contact. (PL-47622) Send Transaction Email - Fixed an issue where the ...

The following updates are now live for users of Method New Features / Updates Outlook Gadget - Added a feature to include all SSO Sign-options. (PL-46835) Send Transaction Email/SMS - Added the ability to add and edit Contact details and email templates. (PL-48349) Fixes App Ribbons - Fixed an issue where in some scenario app ribbons ...