Method Community

Kevin, We’re currently looking into this. You should be able to use From (optional) which is what will be displayed to the recipient of the email. I’ll keep you posted on any updates. The generic gmail address you’re using for authentication is not what recipients would see. Instead it will use the email address associated with ...

 Hello, Thanks for the additional information. Not sure if you are aware but we already have a screen for cases. If you have the CRM or Full Blown Edition you would be able to access it. Also with this screen you already have a dropdown that refers to the Method Users so you  can select who the cases are assigned to. This would take ...

 I am going to create a new table, called cases. In that table there will be a number of fields, including two dropdowns that refer to users. One will be "worker" and one will be "supervisor". (so I guess my first question is - how do I create a dropdown that refers to method users). Then I will create two new roles - ...

 Hello, Yes, Method allows you to set permissions for specific users/ roles - this is actually one of the big advantages of using Method.  One thing you would want to keep in mind is some sort of identifier, so for instance if you want to filter invoices so that only the Rep for that invoice is allowed to view/ edit it then you would ...

[quote user="KevinB"] Heya Ryan - thanks for the reply!  however, the method of going through the advanced search method does not work as stated. if you create a new customer lead from that button,  on the Additional Info tab, true the Lead Status Only box is checked, yet the Customer Is Active ...

Greetings -  I am creating an Email Template yet when I enter a From Name, it does not save it to the template. If you do not fill this field out, then the email address is what shows as the From when it is sent to the recipient (we use a generic gmail account to run our Method email, so the address does not make sense to anyone outside of ...

Heya Ryan - thanks for the reply!  however, the method of going through the advanced search method does not work as stated. if you create a new customer lead from that button,  on the Additional Info tab, true the Lead Status Only box is checked, yet the Customer Is Active box does not exist yet. Once you ...

 Hey Maia, Take a look in the QuickBooks tab, under the Synchronize tab link. On this screen you can set the transaction history for all transactions or for individual transactions. This should help you out.

Hello! I need to know how to change the default setting of 30 days for invoice syncing.  We need access through mehtod to older invoices, as well. Thanks!   Maia Dealan-de  

Hey Kevin, If you want to enter in lead status clients all the time, you can do it 2 ways: 1, Customize the screen so by default "Is Lead Status" is always checked. 2, Or, you can use the "Advanced Search" button that's located on the Customer List screen, and then select "New Customer (Lead Status)" from ...