Method Community

Hi Josh, Assuming you are talking about the Generate Report action in Method? If so you’re right you can take advantage of the filter options. Currently the action treats each condition as AND. You’re also right that you can use the Advanced Script feature to accomplish what you are looking to do. I can understand the confusion if ...

The following question came in via email: The directions refer to 'setup' twice, the first time refers to the zipped file, the second time to an outlook icon.  The blog question is where it the second reference in outlook:  where is this outlook - 'setup' button on the toolbar? Double-click on Setup.exe. Go through the ...

Hi Kevin, We’ve looked further into this by testing it with one of our personal gmail accounts and you’re right. When using a gmail address to authenticate and send emails, the recipient will see the email coming from the gmail address. Gmail does not allow users to mask their email with the user specified email. Something ...

Kevin, Can you please verify the following: 1. Go to the Customize tab and click Users. 2. Click edit beside your user name. 3. What email is specified for this user? If I understand correctly, you are using the generic gmail for authentication purposes only? The From email should be based on the user and pulled from the email ...

Kevin, We’re currently looking into this. You should be able to use From (optional) which is what will be displayed to the recipient of the email. I’ll keep you posted on any updates. The generic gmail address you’re using for authentication is not what recipients would see. Instead it will use the email address associated with ...

Since we don’t have our hands on the iPad just yet it’s difficult to answer questions.  There’s no intention of creating apps specific to the iPad right now but that might change down the road. I will tell we are currently creating optimized versions of Method screens for the iPhone which is something to look forward to. ...

Steve, It sounds like you’re using FlexField Value Mapping to specify your preferences which is great. Was this something that was working in the past but stopped or are you setting these preferences for the first time? Can you do a simple test by trying to fetch the value of the FlexField and see if it’s pulling anything into ...

Hi Kelly, As it currently stands, this popup screen provides scheduling purposes only. Time entries are to be done from the Items & Invoicing Details section by clicking the ‘Enter time…’ link. During one of our calls we talked about having direct access to enter time from this pop up screen. You should know that changes ...

So it seems a bit unfair that our neighbours to the South often get their hands on these cool gadgets well before us in the North. Having said that…I’ll keep my bitter feelings to myself. Thank you for the feedback as we take this into consideration for the future.

Hi Kelly, It’s great to see you’re exploring other areas of our Method CRM. View CRM Movie #2 on the Call Center. Any activities entered through the Case Description / Add Activity section serves as a log of communications between you and the Customer for which this Case was created. As the Method user, any activity entered from this ...