Method Community

Hi everybody, The following were a list of questions asked during the Professional Services Webinar hosted on September-01-2010. Due to some technical issues not all questions were answered. Unfortunately these same technical issues prevented me from allowing some participants to ask questions via the audio channels. I encourage all users to use ...

Hi Kelsey, Great question. We have a section on our website that provides information on Security & Backup. If you have not taken a look please do so using the link below.  http://www.methodintegration.com/web/security-backup.aspx If you still have questions please post back with specifics and we’ll be sure to address ...

Hi Judy, Yes, I’m actually in the process of notifying past beta users for this app. We are packaging it this week making it available shortly. This beta will run a bit differently than the previous Professional Services Beta. It will not require a separate Method account but will be available to import into an existing Method account ...

Hi Gayla, Ryan’s not in the office for the next couple days. I do see notes on this, can you please contact me? Thanks,  

 I wanted to clarify my previous post. We will consider this as a suggestion for the next version. Thanks again.

 Thanks for posting. We’ll be sure to consider this feedback during our next meeting and reply back to this post.

Kelly, I tried doing this and it worked fine for me. Has anyone in your account been able to successfully send an email from this area? What about your user specifically? This message is suggesting the authentication failed. Did you get a chance to review the link I included in the response above? There is some great tips there. I promised ...

He Shelly, To help you understand the Entity table please refer to a previous post. All fields are shared among the Entity, Customer, Employee and Vendor tables. Adding fields to any one of the tables will make them available in the others. It sounds like you've added custom fields on the Customer List screen and are trying to get them to ...

Hi Shelley, What table is the screen built on? What steps did you take to get the message to appear and what exactly does it say? Are these custom fields dropdown by any chance…if so what table are they referencing? Getting this information will help us look into this for you.

Hi Kelly, I need more details on the steps you took when trying to send the email. What screen were you working in? What steps you took? What button you clicked? I’ve included a post below as a reference for default email preferences. http://www.methodintegration.com/cs/forums/p/93/757.aspx#757 When setting up default email preferences ...