Method Community

so i noticed under leads, and customers even, the last activity field is not displaying correctly.  So in leads, i pulled up a lead i had an email activity with on december 1st but on the dashboard "leads and contacts" list area under last or next activity it is both black but if you open her up as a lead then click the activity tab ...

I just added a "Website Address" field to the New Lead screen.  It's located right under the existing "Email" field. I also added a Picture object in front of it that takes the user to the website address. The problem is that after entering a name in the "Lead Name" field, tab takes the user directly to ...

It was reported just this afternoon that an error was being received from picking an email template.   Please check the Retrieve Value From Table action and verify all the criteria are set properly.   Additional Information   Action Sequence Order:6   Turns out, on it's own, the text change for picking the template ...

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 ...