Method Community

 When I double click into an entry on the calendar on the Professional Services Dashboard.  There are blanks in the "edit activity" screen that I need to fill out: Item Item Description Due Date Start Due Date End I am assuming that once this is  populated, this information will go into ...

Hello Okay - no laughing please. We currently have three users. When I set up the email settings in the customise section - we all end up with the same eMail address. e.g. I go to customize Add in my smtp settings Add an email address (e.g. admin@*******.co.uk) - And a password Then save settings - and this email address is set up ...

Hi there I've been using the Report Editor to create UK based estimates/purchase order/invoices within Method - but I've hit a block. I've edited the standard reports to change all the $ signs to £ signs - but I've hit a problem with changing the symbol on the "item price" - it's still $. Where is this held ...

Hi Danny I've downloaded 2.1.28 - and have it installed on Outlook 2007. But I'm hitting a problem. Entered my account settings (and have enabled the api within Method) Have left the defaults alone (do I need to enter and internal Outlook Exchange domain - if so what is this and where will I find it? When I go to appointments - I get ...

This si a small bug -- but it was enough for me to mess up a couple invoices before I noticed. When you add a new customer from the invoice screen and then send it via email the name is not populated on the invoice.  it will et you create and save and send just fine but if you email or create a pdf -- the sold to area is blank.   If ...

Thanks Val.. Now that I have the 'secret' code, it works...

Ok -- I have been sending out my invoices via email.  is there a way to rename the the pdf that is created?  I know I read ina  different post that each file name is uniquly generated so that that it can be robust and secure on your site.  however, could we take away the prefix SimpleInvoice and make it something more ...

How many users and groups can be setup for xora connector under the base app pricing?

Hi Fran, The Sales Center, Call Center calendars as well as those found in our industry specifics apps such as Field Services and now Professional Services are all built off the same activity table. Each calendar serves a specific purpose and may be filtered to show specific information. For example, the Calendar found in Professional Services is ...

Opportunities, Cases and Solutions in Method CRM now all benefit from our new Document Management feature.  So why is this important to you?  I’ll tell you. The goal of any sales rep in an organization is simple – drive as many sales as he or she can.  As managers, owners and team leaders, our jobs are to provide our ...