Method Community

We just lost a significant piece of data due to your bug on this email address and lack of response.  As the error message is just a banner flash it isn't obvious to the user that the data is not being saved--so it got missed. This was a poorly added change that conflicts with Quickbooks functionality which is what you guys tout...and ...

Hi Josh, I was able to add Email to my SalesRep table as a custom text field, click Finished Editing Fields and then go back into the table, where there is no option to Delete the field. I believe this is a custom field you have in Method, so it won't sync to QuickBooks either way. If this is a custom field that you have added, and want to ...

Some times a get leads coming in and work that we refert to an outside  subcontructor for then to do the jobs. went the lead comes in i still log in in the CRM for marketing. How can i Email that lead or My customer info to our subscontractor with out having to set them up as user. I was thinking to do it as a work order, but they have to be ...

Hi Alex, To set up your email server, you can follow this Help Center article. For the GMail setup I would leave the port blank, but you can also try 587 as that's the port we use. For the Office365 setup, try using SSL and port 587. If you're still not able to get these set up, give us a call at 1.888.925.6238 x.2 and one ...

Hello, I keep all my emails in my gmail account and they are sent and received from my address that appears as info@aaronsp.com and not my gmail account name.  I am trying to setup the email in Method for the first time and want it to appear as info@aaronsp.com but unsure how to go about the process.  Please help. Aaron

I have a customized sales order screen. I have several customers set up as dealers. Those dealers use the same sales order screens as I do. So when they enter a new sales order they are in as the customer by default. However I want to capture who they are shipping to. The bill to and ship to feild havn't been a problem. However the ...

Hi Marcelo, This actually wouldn't be too difficult, we first need to add a link to the email address that is stored for your Customer, in the Customer table, then you should be able to access this field from your Report Designer to add to the Report. First, go to Customize->Tables/Fields, locate the Invoice table, and click on "Edit ...

Hi Andy, I know that Gmail has been very slow lately. There have been reports of it from Google. Here is an article I found about it. Are you using Gmail? If so, can you test with a different email provider? There are no BCC limitations on the basic CRM, it should work the same as Method CRM Pro.  Jason

I have a button that generates a report as a pdf and put the result into an action result, then I take the action result and use it as an attachment on an email.  Currently the filename of the attachment shows up as the report name followed by a string of numbers.  Is there a way that I can change the filename of the generated report so ...

There's actually another solution for you, when you uploaded your image originally in your email it actually saves to your account database so you can use the below tag to get your image to display. *Note: You need to replace the MyAccountName part with your actual Method Company Account name, you'll also need to ...