Method Community

Hey, I have followed the steps from that thread; both using the default mail server settings, as well as overriding the settings for my sales person. The emails DO send successfully, however they DON'T appear in his outlook. My admin account which I used to set up the initial mail server settings does work, and the messages I send appear in ...

Hey Sarah, Since our sync is bi-directional you can take either route that works better for you. Using Method you can add extra fields you needed in a Table and import to those new fields. Method has a lot more fields that QBO does not have out of the box.  If you did import via QBO you can always update and re-import using ...

Hey Conner,  If I understood correctly, you want emails that get sent from Method to show up in the Outlook inbox. There is a workaround to get that to work; you can take a look at this thread HERE.  - Mortaza

Hey Callum, That is very odd, another route to customize the page is to head over to: Customize > Screens - and the screen we are going to customize is CRM_EditCustomer. Highlight the screen name, make a copy and when you highlight the copied screen you will now have an option to Edit. If you follow these steps and still aren't able to ...

Hey, This one will be easier to troubleshoot via screen share with one of our Support team members. Please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll be happy to take a look with you. - Mortaza

Hi there, We are currently doing a trial of both QBO and Method and like the simplicity of both systems. That said, I'm curious to know which import process would be better: Import our customers into QB to be synced with Method -or- Import our customers and all of their information into Method and sync with QB? I'm thinking ...

Adding to this; I have tried overriding the email server settings for his individual account, but afterwards I still receive the "Email Settings Test Successful!" email (Which for some reason is from the sales guy's email address sent to me)

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 ...