Method Community

 Hi Everyone...just a comment...I have been trying to use Method as my daily workspace and was having challenges because it was lagging and seemed slo...  But I finally want switched to IE form FireFox and it is like night and day.   What a joy to work with now.....  (Ok so I been  a bit subborn in switching ...

 

I'd really like to look at the mapping in beta if possible.

Kevin, Can you please verify the following: 1. Go to the Customize tab and click Users. 2. Click edit beside your user name. 3. What email is specified for this user? If I understand correctly, you are using the generic gmail for authentication purposes only? The From email should be based on the user and pulled from the email ...

Howdy Val -    thanks for the reply! I tried what you said - I sent an email to another account and the from address showed up as our Gmail authentication address, not as Kevin, my user name. am i doing something wrong here?   Gratzi - Kevin

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 ...