Method Community

Hello, When one of my staff try to have a reminder emailed to them, we receive this message. Based on the information we receive, it looks like the user's account is trying to send the email from my account and is therefore rejected. I believe we have all the email settings setup correctly. Each user has their own email settings entered and ...

Having the wheel back feels great. The problem is it's too obscure. Had a client tell me it should be more obvious.

I added a text input in the middle of a section. I then set the back color of the cell above and below the cell containing the text input to be anything other than regular. When i view the screen the text input touches the cell above it, however there is a relatively large space below the input and above the cell beneath it. Is this intended ...

I created a section on a custom screen that has the widths for each of the columns set up as a percentage. I save the screen and everything looks great. I then went in and changed the back color on 2 cells in a column and the width setting changed from % to px on its own.

When editing a screen, you used to be able to click the save button and then click the close button right after and it would close the editor when it is done saving. Now it shows a message that the screen hasn't been saved if you do this. Can it go back to the old way or can a Save & Close button be added.

Hi James, Glad to hear you figured it out and we are always happy to help!  Cheers, Audisho

Hello Method! We are having some Sync issues in the Bill Table between Method and Quickbooks. Here is the scenario: We have just started entering our Bills in Method. We have entered about 30 Bills. However only about 6 of them are not Syncing to Quickbooks. This is the Error we get in the "Resolve Conflicts ...

Had a web form that's been working fine.  Suddenly it doesn't.  This is the error I get after this web form has worked for the better part of a year.   Issues are starting to slow us down!  Your client had encountered an error with web form Web-To-Lead-Trials. This may be due to incorrect setup of the web form. The ...

Audisho! I looked around the Forum, and actually found a scenario very similar to mine. Thanks for all the help that you provide at Method:CRM. Thanks, James

In Cases, when we select the Existing Activities for This Case tab and then click the Edit Activity link for a specific activity, the Activity Start Time is automatically updated to today.  If we want to disable the change to the Start Time field, where in the screen controls would we look?  I have reviewed the action sets, screen ...