Method Community

Dale - if you don't mind, can you email the xls file to method@methodintegration.com.  We could step through it for you and tell you what the culprit is. Paul

Hello, Thanks for reaching out to us. Please email support@method.me and we can get this resolved for you.

The following updates are now live for users of Method:Classic.  Fix - Sign up for QBD account on Method:Classic does not display first & last name on profile page (Ticket PL-668) Fix - Unable to use the Send / Resend invitation email button from the User Setting page (Ticket AS-610) Cheers, Jonathan

Hello All, We are planning to add a new column "LastModifiedDate" across our most common tables that dont have one already. We are currently looking for Beta testers who can use this column as part of their API calls to Method and give us some feedback. Please email beta@method.me with your CompanyAccount ...

Everytime I try to copy a mobile page like "mobile_invoice" I get the following error "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." If I press cancel the new copy shows up but is missing a lot of actions within the page. ...

Currently there is no easy way to select an associated campaign for an activity that doesn't have an associated opportunity. For example,  I've just recieved an email from my copywriter.  I want to add it to method and associate it with the appropriate campaign. In the next revision for cases such as this, can campaign be a ...

s.white- Before you scrap the screen. Can you enable MethodSupport so I can take a look?  Email me the screen name and the account name. -Michael

What would be the best way to assign the to (user assigned to case) and from (user that assigned case) values in the Send Email action?

Greetings New CRM>Estimates>Save and Email. I get the following message: Error^Action Sequence:47. Error with user authentication;Server says: 530 Access denied   John M

That should do it. -Audisho