Method Community

Hi Marty, Thanks for getting in touch. I've forwarded you an email containing instructions on how to proceed. As we get this question frequently, I wanted to share our process for handling this request. Resetting your account allows you to clear your Method account and synchronize Method with a different QuickBooks database. However, we ...

Welcome to Method! You should be able to refer to your Welcome To Method Email which will contain your Company Account name. This should not contain spaces and you should also ensure you have not copied the period at the end of this name from the email. You can also contact your Business Systems consultant directly. Their contact info should ...

[quote user="Method_Danny"]Also, what are advantages of having an opportunity? I am thinking it is an extra step we don’t need right now.[/quote] While this might not be something that your team needs right now, many companies that have used to other CRM software in the past will demand and expect this from their CRM.  The ...

We don't have the plan for .ics files in the immediate future, but we aren't far off having Outlook integration between Outlook calendars and Method Calendars, as well as Outlook emails to CRM activities and cases. :)  iCal, if it is still needed, isn't that hard to pull off, though.  In fact, you could easily do it using ...

Got it. Then I'd like to request a feature enhancement that allows the user to maintain their own email account password for their own profile. This keeps the admin out of the loop, preventing them from dealing with their users' email password. Thx

Is that still something that's down the line a ways?  Really love the Beta but my biggest function is calls and e-mails out of Acitivies screen.  Also, can you point me to documentation on how to get the Opportunnites App up on my home screen in Beta?  Thanks

Michael, Fran and John, I’ve identified the offender...it was one bad action out of the list. This has been addressed on my end and will be in the next Pro Service update. I’ll be sure to post back letting you know when that’s out. 

 Hey Lee, I am trying to find out the exact list of formats, I will update this thread as soon as I get it. How large is the file you tried to upload? I am also working to find out if we have a size limit for this plug-in. Try changing the file type as this may decrease the file size, I will keep you up to date!

Hello, I am trying to add my clients first and last name to populate in my email templates.  I have replaced the appropriate fields  to customer.fullname   however it is still not populating when i send the email. I need help in completing this issue or help to find the "Character function"  Under which tab ...

Hi Inder, Thank you for that info. I think the issue is most likely the first problem, as we did change our password. Where would I find the option to update the email preferences in Method with the new password?  Thanks.