Method Community

I'm wanting to hide a few tabs that are not relevant to our needs but am not sure where to do that. I've gone to customization and selected "Edit Table" where the only option I see is to delete the table. How do i go about hiding it (example: I want to hide the credit memo's tab under customers) Thanks!

Hello, Thank you for the reply. I have already confirgured the Send As and Send on Behalf of settings for this account. I have also already setup the Connector. Method can send out emails from a users account, the problem we run into is that the REMINDERS are not being sent correctly. When a reminder is scheduled to be emailed out, what account ...

Hey Chris, You would need to configure "Send As" permission on your mail server to allow your Users accounts to send email as your mailbox account (crm@domain.com). Here are instructions on how to do it for Office365: http://support.microsoft.com/kb/2572646 We don’t officially support Microsoft Exchange/Office 365. ...

Hello, We are using Office 365. I have created a new mailbox called crm@domain.com. I want system emails from Method Me to be sent out from this mailbox. Seems like a simple thing, but when the system tries to send an email using these settings, I receive an error message stating: >>>The test email failed to send. Your settings have ...

Hi Maureen Your speed test shows that you have more than enough bandwidth to run Method. We usually recommend running Method in Google Chrome or Mozilla Firefox. The performance of both can be degraded by plugins / extensions or having too many tabs open. Audisho

What is the best browser to run Method in?

Hey Mike, Upon clicking on Edit Activity it calls 'OnScreenLoad-DONOTSHOW' in the Header section. There is no explicit action that updates the Activity Start Time to the current date, it clears the screen for a new activity then sends over the Activity details listed under the second Condition Statement block and you will notice ...

Hey Tmatheny, I believe you are using QuickBooks Online. QuickBooks Online never completely deletes a customer from their records - they simply list them inactive.  I would start by exporting your customer table inside Method. With your exported data update the FullName field for the ones that were supposed to be ...

Here are my speed test results.  I will try the other items you suggested. http://netgauge.ookla.com/share/225788320.png

Hi Maureen, Everything appears to be fine on my end and we have not had any other complaints recently regarding performance. Is the performance poor on our stock screens or is this occurring on your custom screens? Try running a speed test and post back here with your results. Here are a few things that you can try: 1) Clear your cookies and ...