Method Community

Hello Jim, I tried your steps in my account, exactly the same way as you stated in the above post and report is showing up in in Custom Report List. I am not sure why exactly it is not showing up in your account. I would suggest to call on our support line 1-888-925-6238 option 2 for support so that we can look into that and assist you with the ...

Hello Jim, Can you provide a bit more information about which Activity Report is your Customer Report based on? I tried to reproduce the same thing on my account and it is working fine. This is what I did, - Firstly, I open the Activity report in Report designer in this case it is "CRM_Activities_ByAssignnedTo.". - Then ...

I am glad that it is working for you now. -Inder

Hello Blake, We have removed the openID association with the Google email address you listed. Please have the user attempt to sign in with their Google account again. They will be asked to login to Method using the company account, username/email & password to re-establish the link. After they do this, they should be able to return back ...

Hello Blake, I am sorry to hear that you are having issues with attaching documents with Send Email action. I want to let you know that we are aware of the issue and our development team is actively working on it to resolve it asap. I will reply on the post once it is resolved. Once again I apologize for the inconvenience. -Inder

Hello Marcelo11756, I am sorry to hear that your google calendar stop syncing. I want to let you know that we are aware of this issue, where automatic sync is not working which is causing your google calendar not to sync. Our team is actively working on it to resolve the issue asap. In the meantime, you can still ...

Hello BShall, I apologize for the late reply. From the error message it seems like it is missing the Default email preference setting. You mentioned that you are using google account and you tried to setup the email preferences but it did not send any email to your account. Did it give any error during that process? If not, try to setup your ...

Hello Marcelo11756, I am glad that your issue is resolved. Have a great day! -Inder

Hello Shaber53, Did you get any errors while importing the file in to Method? I tried to reproduce it on my account, I created two fields in my Customer Table and then I imported data in those field based on Update existing records by matching the key fields  in Set option and selected Name as a Key field and then Click ...

Hello StWilson3, Here's my answer. Firstly, yes Method can handle that much amount of information without any issues. But in terms of Importing I would highly recommend to start importing in a small batches in order to make sure importing is smooth. Here are few tips that I would like to share with you. - Try importing 3000 ...