Method Community

I have looked at that solution and read it through and through. I am still unable to get that test email sent. Am I supposed to be putting in an email and the email password? Or my method login and password? Also, do godaddy customers have to worry about a port?

Hi Jschoff, Did you ever get  your exchange email to work again?  Also, I was wondering, does the Method calendar sync with your email exchange? In other words, when you create a meeting type activity on the method calendar does it automatically appear on your email exchange calendar? Lance

Michael - You said: The easiest way to do this is to link SalesRepName to the Customer table using SalesRep and then use Customer.SalesRepName as the merge field. To use SalesRep.SalesRepName you will have to retrieve the sales rep's RecordID and use that in the merge Character Function. I don't know how to do what you suggested ...

I love Fridays, especially when there is a big Method update to share with everyone.  There hasn't been an update to the platform since the beginning of August, so we are long overdue - but I can assure you the Dev team has been extremely busy.    Overall, the focus of the Dev team's work was to prepare for a ...

Hi Kevin, I took a quick look at your ISP providers website to see how they require your username to be entered in and it looks like you're correct in using the full address for the username.   That being said, if your password is entered in correctly and there are no typos, it might be that your mail provider doesn't support emails ...

Hello Cindy,          You can do the rounding in a 'Basic Match Calculation'.  (There is another forum post on it here).  It would be setup by retrieving the value you want to round, adding 0 and selecting a rounding option.      For commas in numbers, there ...

Thanks for looking into it! I assume running through the AR is more resource efficient than running through the value on screen when used by multiple functions. It's useful to know that sort of optimization, since Method's speed is an issue. I wonder if that's a universal rule for Method optimization: "When using multiple ...

Hi rbsom, I just wanted to assure you that after you change the company information in QuickBooks with the new e-mail address and do a full synchronization, that in the home screen of the third party portal you will be able to send a new case notification as well as the notification to a case response to that new e-mail address. I hope that ...

Hello InstaDRY, In order to achieve this, you have to do a bit of customization. Firstly copy your New Activity screen then you can start customizing the screen. In the stock screen the From and From name field is updated by the value of Current User logged in. You have to change it to the value whom you are assigning this activity (any ...

Hi mwillis73, You can definitley logged the emails in Method as an Activity and attached to the contact you want to. In Method, we use Method:Sidebar for Gmail to do that. Also, here is an article on Activities in Method. We do not have a dedicated email address where you could forward all the emails in Method. My ...