Method Community

Hi, I'm setting up email server for my Method:CRM account but failed even not able to send test email. The issue I have are: 1. If I use free Gmail account: (smtp.gmail.com, SSL, port 465), I always get "The Operation Has Timed Out" error message. Is there any way to set timeout duration? Or, that is something I need to ...

Hi Micheal, I need help with this same question and the webinar link you provided above no longer exists, do you have an updated link to the webinar?  Thanks!

Greetings, I have this invoice custom screen that I have been using for the past 2 years. It has a print preview button.  No changes have been made to this button. If i decide to preview the invoice then save it to my computer it does all that.  I can see the invoice in the preview window as well.  When saving to  my ...

I am trying to duplicate a number of work orders so I need to loop through the activity table to create the new work order and then loop through the activity job Item table to duplicate the job items. I can't assign a value to an action result or use a value from the loop in the inner most loop.

Hi DAllen100, You should be able to do this using a Web-to-Lead form. You can find out more about our Web-to-Lead forms in this Help Center article, which includes a video tutorial. Hope this helps. - Justin

Hi Pookiefeb, I just went through this again on my test account to verify that this works and it does. You must either be editing the wrong action, removing the incorrect field or your customization to the screen is preventing this fix from working. If you really need this to work, I suggest you copy the stock screen and replace your current ...

Is there a way that when a customer registers their product on our website, it can be be linked to essentially create a new customer profile in method and quickbooks?  Currently, when a customer registers it sends me an email and I just load the info manually. Thanks.

Hi,  I did all of the steps last week.  I just went to email a customer in an activity and it did the same thing and pulled up the previous person.  Whatever I did didnt' work.

Hi industrialrobotix, I've put in a feature request for this on your behalf. I don't know if and when it will be implemented, but I'll post back here when I have some news for you. - Justin

Hi industrialrobotix, You can request access to Method:Beta via this link. Just make sure to read the Things You Should Know section of the page so there aren't any surprises. Have fun! :) - Justin