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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.
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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. ...
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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 ...
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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
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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 ...
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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
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Howdy Val -
thanks for your reply - yes, use Gmail for authentication only - my email for my account is correct (kevin@larrysbeans.com), yet the emails still come over with the Gmail address as the from address.So emails are not pulling correctly for us.
any other guesses here?
Many thanks! - Kevin
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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 ...
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I'd really like to look at the mapping in beta if possible.
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