Method Community

Hey Conner, From what I understood you want the grid to show: Company 1 - Contact 1 Company 1 - Contact 2 Company 2 - Contact 1 If I am correct you can achieve this by adding the CompanyName field to the grid. Also on Step 4 of the Grid Wizard you will want to Sort first by CompanyName (A to Z). - Mortaza

Hi again, I have noticed that when I am in both the leads list and customers/contacts list, the grid shows all contacts for all companies. Is there a way to easily sort so that it just shows the companies? (For example COMPANY 1 has contact 1, 2 and 3. All 3 of these are seperate entries in the grid. I want to just view COMPANY 1 as 1 grid ...

There are several customized drop down fields I have made, but I want to be able to select more than one option from the drop down list I have created. Is this possible in method? If so, how do I edit my drop down fields to allow that? Thanks!

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 ...