Method Community

Laura emailed in asking the following:   Thank you for the info.  I installed the Outlook took, but as of yet the Sync and Send Selected appointments to Method are not active (grayed out).  I hope to have time to troubleshoot later today.   Also, what are advantages of having an opportunity? I am thinking it is an extra ...

Hi rbsom,  Please go Here for our "Method CRM Help Center" article titled "Specify your Email Provider" which will give you the instructions to succcessfully setup your e-mail settings within Method.  I hope that this helps.  Ronen

lpierpont- Did you also change the settings at the user level? Go to Customize > Users and make sure you have updated your email address on step 1 and make sure to also make changes on step 2 as required. -Michael

If a special email account were created for support cases only, so that every incoming email should trigger a Method Case, could some VBA in Outlook be written that would automate clicking the 'Add to Method" button in the add-on?  

Hi Saad, Thats Correct, you'll type Users.EmailSignature at the end of your existing Template, and then on the screen calling the template (ie. you estimate screen) You'll need to add a Character Function that looks something like this; Let me know if this works for you! Thanks Saad. -Ben

Greetings, I'm a newbie and a one-man operation starting up a social services training and consulting firm, so customizing Method is a bit of a stretch for me. Nonetheless, I am trying to do something myself that seems like it ought to be pretty easy -- if I had a clue. I want to make my company name the default value in the From Name field ...

A user sent us this email -  Hi - I want reminder emails sent automatically when invoices become overdue. Can Method do this? Thanks, Justin Hi Justin,  Unfortunately at this time there is no way to send out emails automatically. This is a feature we are considering for future versions of Method. Currently, you ...

It is in the stock screen.  And it seems like it happens when for example: I completed an activity with Bob with Company A.  And then I click on schedule next activity with Sam with Company A.  It defaults the email back to Bob's.  They both have email addresses.  I feel that the person you ...

When a non Method user is sent a link to log into the portal, an email is sent to them to ask them to secure their account. 1. Can the contents of this email be changed by me as the user? The current message seems to me to be just as much about promoting Method as "securing their account." 2. Why does a user need to ...

Neil, I've been testing a number of scenarios to see when the code works and when it doesn't.   I'm getting a bunch of different results depening on where the code is being passed from and viewed on the end result.  I'm going to put in a ticket with the team so they can look at this further.  I'll update ...