Method Community

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 ...

Ok, I want to email a new case to the person that it is assigned to.  I started to create an action assigned to the "save" button.  But when I was selecting the fields and it asked for "server" and username and password, I started thinking of which to enter.  I know that my mail server is mail.taylorlawn.com ...

Hi Willy, I sent you an email guiding you on how to accomplish what you're looking for. In order to start over just delete your custom List Builder screen which was copied from the stock CRM_ListBuilder screen. - Ashur

I just created my first web form and testing results in a verification email but no data is created in Method. Any advice? Is there someplace in Method to see new leads and qualify them?

[quote user="lrandall"]Is there any way I can send you the word document without having to re-type the whole thing.[/quote] Yes - please email me the document at c.ridgway@methodintegration.com ~C

Chad, Thanks so much.  Sorry I didnt have a chance to email you directly. I will ask my fulfillment center to change their coding & spread the word internally. I really appreciate the help!

Furrywombat - Please send me additional details via email (Request & Exception data) and I'll dig into the issue from our side.  Cheers Jon

Hi Would you be able to email me your company Account name and the screen this is happening on? My email is in my signature. Thanks! Regards, Ben

When I click on "fill list with contacts", and the in the new window "insert contacts" I get An error has occurred. An email has been sent to Method staff. If this problem persists, please contact the Method Team at method@methodintegration.com.

Will there be a tab for email integration or outlook integration ?  It would be nice to be able to check your email with the same program.