Method Community

Hi. I have a question that I'm not sure how to ask or categorize so I'm just going to tell you the scenario and ask if we can get to where we want. Currently we have a "Call Report" screen with a Call Report #.  We also have a "Field Service Report" screen with a Field Service #.  This means we have 1 Call ...

 I have added the Portal Password and Portal User Name to a screen.  I published the screen and those fields appeared as I expected they would.  However, when I select customers who I know have registered and have successfully logged in with a user name and password, those fields are empty. We would like to see this ...

Hi Method, Right now, one of the options provided by the plug-in allows me to add an email to an existing case #, or to a new case. If the email has a file attachment, it is currently ignored by Method - if I want to upload the attachment, I'll have to do it separately via Method in my web browser. It would be nice to have a feature in the ...

I set up Method to track a membership (currently 5,000 members) organization. I want to use an email to notifiy all the members with upcoming membership expirations to renew their memberships.  I have customized by Customer table to include the new field and have created an email template for renewal reminders. Is there a ...

I have on my website http://www.quick-training.com/contact.html a Method form. The web form properly completes the Method CRM entry but also generates a very, very long email error message. My website designer thinks it is an email script issue. Can anyone solve this thank you! laura@quick-training.com   Normal 0 ...

WTF iz habbnin! - i'm trying to add an email to method and i started out w/ 5 trys remaining.  i've ensured another user in method, and in outlook, i've selected this users email and want to add it to method.  but.... won't connect w/ data and so, i'm done doing any integration untill this gets answered!  best ...

Hello, I'd like to add a button which opens up the user's default email client (Outlook, gmail, etc.), inserts the relevant to: and subject: fields, and possibly adds an attachment. I do not want to send mail through Method, for a variety of reasons. I know that for the attachment, I need to generate a report and save it as an action ...

Hello! Yesterday, Judy and I finally figured out the right email settings for us to send activity emails to one another.  Both of us have the role of Admin within Method.  Everytime, I go into Account and change the email settings to me, it changes for her.  Should this be?  Also, yesterday we were doing fine ...

Hi there Two more question for you. 1. Purchase Order VAT (Sales Tax) We use Quickbooks Purchase Orders extensively - and I've just tried to create one from Method and there appears to be no way to add UK VAT (sales tax) onto the Purchase Order. This is added automatically in estimates and invoices. What do I need to do here. 2. ...

I was able to install the Method Outlook Plug-In 2.1.29 without any issues (I use Outlook 2007 and Firefox/3.6.3). It works well, however, I've been told by some of my email receipients that they are now receiving my attachments as a proprietary Microsoft formatted "winmail.dat" file instead of as a pdf. The attachments are primarily ...