Method Community

I am trying to display the customers first name in a email but Customer.FirstName does not populate the correct value of the customer but instead leaves it as "Customer.FirstName" in the email, what am I doing wrong? also where can i find "character function" screen?

Hi jsautel, Glad to hear you found our Videos there. Here are some extra articles relating to the OutLook Plugin for you -  https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Setting-up-defaults&id=703 Regarding the Errors - The Final screenshot you uploaded shows the Error because the  Subject ...

edit Watched the YouTube Videos and found documentation, super helpful. Thanks

Hello Method! I just installed the method plug in for outlook, and we are having some troubles syncing it to Method. After logging in with our company account, username, and password, I tried to press the synchronize button and I get the following errors. Also this error came up: Is there any documentation on how to sync correctly? ...

Hi Mahlon, Looks like this is happening for me too. Im going to bring this one up with the Team - and report back once we have a resolution here. Thanks Mahlon. Regards, Ben

Going back to a screen with a grid seems to force a refresh and clears filters. I checked the actions on the back button and it does not have force refresh. Tried it on two different accounts and seemed to have the same issue

Hi Alex, I can Help you out with this one - Ill need to add whatever email you are attempting to log in as into our internal system to enable access to Billing (and the Subscription portal) Would you be able to email me directly at <b.hargreaves@method.me> with your Email address and The Account (s) you were needing access to ...

Hi, I use Admin to access this "Subscription portal", but it shows that this app is switch to new version of method. Then it shows a new login screen to me. With my admin ID.pwd, I cannot login to this portal. The message says that I should be invited as a guest or not able to access it. What's this about? I can access this ...

Hi Mahlon, Glad to hear the app is up to standard! Its been a long time coming I know, We want to make sure its worth the wait. Keep the feedback coming Mahlon, It helps us out a lot. -Ben

So far, favorably impressed. Haven't encountered any issues other than when trying to register