Method Community

If a field is set to read only,  is it possible to have a field render as HTML?  This would allow a field that uses the HTML editor for input to render a pretty picture in read only mode instead of the plain text including the HTML tags.  A good example of this is the related activity comment on the CRM_NewActivity Screen.  If ...

I am having an issue generating the PDF report.  When I select PDF, it outputs an HTM file instead.  If I select HTM, it does the same thing.  If I select PNG, it outputs a PNG file.  I have confirmed not only the pop-up window does this, but also when i send an email and attached the report action, it attaches as an HTM.  ...

I received this error message at the top of a new web form submission e-mail.  I am using a gmail e-mail address in my Method setup.   Dear Method customer, while sending you an email we have received a following error from your SMTP server: 'The SMTP server requires a secure connection or the client was not authenticated. The ...

Greetings, When saving and emailing invoices and estimates from method, some of my customers are not getting those email. If i send the estimate or invoice from Outlook and add the invoice as a attachment then they get it.  I ask them to check their spam folder, and about 50% of them time it will be in there. Can they call their ISP and tell ...

Our integration engine display is providing the following message, indicating an issue with the SalesRep table: 7/27/2011 11:41:47 AM 'Entity' 4 conflict(s) - open Method and click the QuickBooks tab, then Resolve Conflicts 'SalesRep' Too many conflicts on SalesRep to proceed further. Please go to QuickBooks...Resolve ...

Greetings, CRM Pro> Leads> Estimates>Save & Email: I get the following error. Action Sequence 38 Cound not find the tablink Recent Transaction. CRM Pro> Leads> Invoices> Save & Eamil: I get the following error. Action Sequence 40 could not find the tab link Recent Transaction. CRM Pro> Case> Edit Case> Case ...

 Are there any franchise owners who use Method?  We all use QuickBooks in our businesses and we need a program that syncs with QBs.  Right now, I use GoldMine for our CRM, scheduling and email, but there is no syncronization with QuickBooks, so we have double entry and need to access QBs for any financial information about a ...

I have a web form which works in Firefox, but the same form (same site) generates an error when I submit it from IE8. This form can be found at www.freedupsolutions.com if you click on either the Find Out More button or the Contact Us button. In Firefox, the form is submitted, I get the contact info in my Opportunities, and I receive a ...

I got an email from Method, it says, Normal 0 false false false EN-US ZH-CN X-NONE MicrosoftInternetExplorer4 ...

The following questions came in via email: We can gain access using IPad's correct? Does Method synchronize with QB For Mac? The response from Method: Using Method on an iPad may work (feel free to try it) but it is not officially supported yet. There’s also no ETA on this right now but we’ll be sure to let you know when we ...