Method Community

Hi Mahlon, Is the user receiving a Reminder email or a Follow-Up Activity email? As far as I can tell, Method New doesn’t send a follow-up activity email at this time. You can disable reminder emails per activity status by navigating to New / Edit Activity Statuses, selecting the status and unchecking the “Cause Reminder?” ...

Hi Mahlon, Make sure that your browsers are up-to-date. I received some errors using Firefox on Windows, but clearing the cookies and cached files seemed to resolve it. I can’t replicate the issue you’re describing on Chrome for Mac, Chrome for Windows or Firefox for Windows. All are up-to-date. Audisho

When an activity is completed and the followup is scheduled to another user, Method New sends an email to that user. Is there any way to control this? One of my clients find this a nusiance.

Hi Asphalt365, If you give our support number a call at 1-888-925-6238 x2, a member of our support team can do a screen share with you and attempt to troubleshoot the installation. Keep in mind that we do not officially support Windows Server so we cannot guarantee that we will be able to complete the installation. Audisho

I just got off the phone and our IT administrator and he is having the same problem with installation on the server side. We are using Microsoft Outlook Exchange Server 2013 and with the Windows Server 2008 R2, we are using remote desktop users. This is where he thinks the problem arises. All other aspects of Method are working great, ...

WIN 8.1 Tried Chrome and Firefox

Hi Mahlon, Can you provide me with your browser and device information? - Browser and version - OS and version Thanks, Audisho

Since yesterday's release was pushed out, I keep getting error message whenever I close the screen designer. It seems to save the changes though. I've tried clearing my cache.

Hi Mahlon, We deployed an update to Method New yesterday that resolved this issue. Selecting a related contact from the app ribbon on a copy of the View Contact screen now works as expected. Please let me know if you still have any concerns. I hope this helps. Audisho

Hi Lex, You can add a dropdown object to the screen by dragging it from the Add Objects tab in the Toolbox onto the screen. Once it’s on your screen, you can add values to it by selecting Edit. Keep in mind that this is just an object on the screen and not a field in your table. The value set in this dropdown will not be saved when you save ...