Method Community

As the admin I have set the default email server settings and have successfully tested sending emails from my account. When I tested sending emails from one of the sales peoples account, it sent the email successfully but did not automatically put it in their outlook inbox. The problem might be that their method account didn't have the ...

Hi guys, I want to customise the Transactions table under the Customers tab to show me the total amount of the figures displayed (currently it only does this for 'Balance'). When I right click on the table and select 'Customise', I get the message 'The value passed in the URL appears to have been altered. Please check the link ...

[quote user="Method_Mortaza"] Hello, Are these errors happening on the stock ContactsPortal_ReceivePayment screen? - Mortaza [/quote] Hi Mortaza, Appologies for delay, I have been away! The errors are occuring after we click through from the receive payments screen. This is still a stock screen and we were getting ...

Audisho...while it is possible we've never saved those before it is highly unlikely.  We have a ton of additional fields added to the customer screens so every customer we have is touched in Method at one time or another.  Due to the additional tabs on the customer screen whenever we make changes to that data we run into this problem ...

If you are using version 44 of Chrome as your web browser, you may be experiencing slowness with Method. Upgrading to version 45 (not officially released) of Chrome may fix this. Many Method employees have upgraded to version 45 and are experiencing speed improvements. To check your current Chrome version: Open Google Chrome. In ...

Hey Alex, To copy a template from one account to another: - File > Save As - Input the different company account credentials > Connect - Create New Report That should save the report into the new account. - Mortaza

Hi, I have several pdf template under one Method Account, and now I want to copy them to another Method account. How can I make it? Thanks. Alex

Hey, You can make them sub-customers. To make them sub-customers, go into their profile and on the bottom of Additional Info you will have a checkbox 'This customer is a sub-customer?' check that and it will let you choose a Customer to link to. If you still needed to add the distributors you can also do ...

Is it possible to link customers to specific distributors and then sort and report out by distributors? We are a food manufacturer and all of our customers use distributors, although we sell directly to customers. 

Hey Conner, You can definitely do that.  Customize the New Activity screen (popup from EditCustomer) and move to step 5 of the Contact dropdown. Add a Filter: Remember to keep the Activites > New Activity stock and only relink the New Activity from EditCustomer screen to the customized New Activity screen. - ...