Method Community

 waiting a few hours and rebooting, then trying to install again, I had no problem this time, so I'm all set now.  :-)

 Hello Naomi, Welcome to our forum! Happy to see that you've started using it. To view all invoices go to Customer Center > Invoices and ensure that your Filter By View is set to 'All Invoices'. I think what is happening is that your transaction history in Method is not showing all transactions – this is a good ...

I know that we are allowed to use filtering, but it there a way to change it from "AND" to "OR" I have a customer that has a table set up with Part1, Part2, Part 3 and wants to be able to return a report that has a single part number in any of those fields. The way its currently set up is if I put a part number in all of ...

 I just tried to Download and install the Method Integration Engine from the "Install Now" link inside Method, but got an error message: Setup has detected that the publisher of file 'C:\DOCUME~1\CUSTOM~1\LOCALS~1\Temp\VSD267.tmp\MethodIntegrationListener\MethodIntegrationListener.msi' cannot be verified. And the install ...

after youset up this function correctly. where are the invoices ? Will they be on the same screen as the current screen . I cant find any more than one invoice for each account.

On Wednesday, April 21 @ 1:00pm EST, Ryan Bell will be kicking off our next wave of webinars starting with a walk through of our new Outlook Plug-In 2.0.  Learn how to add new leads/customers/vendors/contacts, create and update opportunities, save emails directly to Method and sync calendar appointments using our bi-directional sync. ...

The following question came in via email: The directions refer to 'setup' twice, the first time refers to the zipped file, the second time to an outlook icon.  The blog question is where it the second reference in outlook:  where is this outlook - 'setup' button on the toolbar? Double-click on Setup.exe. Go through the ...

 Hey Fran, Currently we do not have the tabs setup so you can configure each tab color. This may be something we add in later down the road. If you want to find out more about customizing the colors in Method, check out the link below. Webinar #1: Getting started with Method  

Hi Kevin, We’ve looked further into this by testing it with one of our personal gmail accounts and you’re right. When using a gmail address to authenticate and send emails, the recipient will see the email coming from the gmail address. Gmail does not allow users to mask their email with the user specified email. Something ...

Is there a way to color code individual Method tabs?   So, like  Sales Center can be Green and Call Center can be Yellow? Thanks, Fran