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  • Re: Setting up email through a server

    Matt, We don&#39;t officially recommend any email service providers. &nbsp;If you&#39;re provider&nbsp;won&#39;t enable Open Relay for you, you can use SendGrid. &nbsp;We use them here at Method. &nbsp;They are strictly an SMTP relay provider, which will enable you to send emails as if they are coming directly from your email. &nbsp;You can find ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 01-30-2013
  • Re: Setting up email through a server

    Hi Matt, I would contact your email provider and have them provide you with the smtp server you need. &nbsp;You will also need them to enable&nbsp;Open Relay on the email server. &nbsp;You can find more information on this on our Help Center:&nbsp;Why are emails from Method not being sent? Hope this helps! - Adam
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 01-30-2013
  • Re: Allow For Partial Payments From Customers

    Lucas, You can make a partial payment. &nbsp;They will just need to select the invoice they wish to pay and the amount. &nbsp;The balance will reflect the partial payment. - Adam
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 01-30-2013
  • Re: Hiding grid filters by role

    Andy, To add a bit to this. &nbsp;This feature is not fully functional yet, so I&#39;d advise to use at your own risk. &nbsp;It may work as expectd, but I&#39;d recommend doing&nbsp;extensive testing first, to ensure proper roles are viewing the proper views. &nbsp; This was a feature that was expected to be implemented but was eventually ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 01-28-2013
  • Re: Can't log in with Firefox18

    Lucas &amp; April, Are the message and login issues still occurring? &nbsp;I&#39;ve logged in with both Firefox (18.0.1) and Chrome (Version 24.0.1312.56 m) today&nbsp;and have had no issues. &nbsp;Can you let me know the exact error message or take a screen shot? Lucas - Can you let me know what screens and links were causing IE to ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 01-28-2013
  • Re: Hiding grid filters by role

    Hi Andy, On step 2 of the wizard for creating a filter view, you should be able to select the roles that can view the filter. &nbsp;On my tests, the filter did not show in the dropdown. - Adam
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 01-28-2013
  • Re: Automatic Rounding

    Bart, I took a look and tried to replicate your setup on my account and still can&#39;t replicate the issue. &nbsp;&nbsp;Since it&#39;s a custom table and screen, you&#39;ll have to speak to a consultant to try and debug this issue.&nbsp;If there is found to be an error or issue with Method you will not be charged. &nbsp;If you would like to ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 01-23-2013
  • Re: Automatic Rounding

    Bart, I&#39;ve done some testing but I can&#39;t seem to replicate this. &nbsp;Could you turn on MethodSupport and then email me your account name and the screen that is doing this? &nbsp;I&#39;d like to test how you have it setup. - Adam
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 01-23-2013
  • Re: E-mail Reminder for All-Day Appointment

    Are you setting these appointments up in&nbsp;Outlook? &nbsp;Outlook will default to 12am - 12pm for all day events.&nbsp;If you are using the Outlook gadget, this may be why Method sends the email out at close to midnight. &nbsp;You can change those defaults. &nbsp;I set up an all day event from 9 - 5 and it was synced to Method as an activity ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 01-22-2013
  • Re: E-mail Reminder for All-Day Appointment

    Maia, I don&#39;t believe&nbsp;you can change when a reminder email is sent. &nbsp;The default is 15 minutes before the activity is due (according to the Due On date and time). &nbsp;How are your appointments created? &nbsp;What is the Due On time for these appointments? &nbsp;You may be able to set this to an hour by setting the Due On time to ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 01-22-2013
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