Method Community

Hi Saad, Looks like you've been speaking to one of our Reps over Live-Chat, so I have a little more info for you here. The reason the Customer.Firstname is populating with the wrong value is because of the way the 'Locate Using Record ID' part of your character function has been set up. This Action is the problem ...

Hi pgarofano, Customization is not covered by our support team except here on the forums. If you would like to setup a paid session with a member of our professional services team, you can contact your account manager or post back and I’ll have your account manager reach out to you to discuss this. Alternatively, we have posted some ...

Hi Alex, We actually don’t support Microsoft Exchange / Office 365. A user of ours was able to get their Method account to work with MS Exchange and we have posted the directions they used in solution No. 394 in our Help Center. While you may be able to get this working as well, we cannot guarantee consistent functionality. I recommend ...

Those are the correct gmail settings.  smtp.gmail.com is the Gmail server address.  Port 587 is used as the default port for gmail accounts.  You can leave the Port blank if you like.   I have not heard of anything changing in Method that would affect the emails.  Google may have changed something that is deflecting ...

Hi Chase, The very first thing I see is that you are trying to find the record in the Estimate table by EstimateStatus.  Generally, you'd want to find the record by RecordID, as this is most likely the only unique field in the Estimate table.  You would need an action result to capture the correct recordID for the estimate. ...

Hi Jennifer, As per our discussion this was caused by a Google Chrome caching and/or setting issue. We cleared your cache then went to Tools > Encoding > and enabled Auto-Detect. This looks to have resolved your issue. It's good to know that it only happens in Google Chrome and not other browsers. We'll most likely post this as a ...

pdirect - I've been using Method for the last 1 1/2 months so I might not be as experienced as you are but I know what I was looking for was a simple CRM that all my staff could use that worked well with QuickBooks.  Based on what you wrote, all of the screens don't assign permissions by employee and I knew that from day one from ...

  Based on your feedback, we have added this feature! So to link a Bill or an Item Receipt to a Purchase Order: In Method, go to Vendor Center > Bills, or Vendor Center > Item Receipt. Choose the Vendor you want to receive from. Go to the Items tab and Click "Select PO". Follow Steps 1 and 2 on the screen then save your ...

[quote user="jpfiester"]and I've set up a default From field on it.[/quote] Where did you make this change?  From Home > Email Templates I clicked select on CRM_ActivityAssignerToUser and changed the from field to the email I want all activities to come from.  Don't forget to click save here.  All new ...

Hi Instadryhost, Are you referring to the Work Orders List > Print / Email > Email Work Orders button? Where the email body says "Your work order is attached"? If so, this screen is built a little differently and doesn't have the same template system as the other screens you mentioned. However you can change the ...