Method Community

When in the "Add/Edit Contact" screen, there is not way to change the "Contact Type". Is there any easy way to change that. We have some customer that have 3-4 contacts, but we would like to choose which one post to Quickbooks. Also, when youre adding a second contact to a customer, there is no way to assign it as the ...

2 questions: INactive customers - do they all come over with the first sync?   Client signed up for CRM & FSM and needs to run parallel with their current FSM product that is syncing to QB.  In order to test though, we need to sync QB to Method. How do we work with a non-live file while doing customization for them and ...

OK, it now says client does not have permission to send on behalf of the from address.

Hi Bryan, Strange -- can you try to send another test email and let me know? I'll check our email queue to see if it's getting stuck on anything. Your'e using the SMTP settings that Office 365 provided? I'm not sure which ports you've tried, but give 465 (with SSL), 587 (with SSL) and 25 (without SSL) a try as well. Naeem

Hi Naeem, I just want to reconfigure my smtp so I can send emails through method. I had it working this morning using the office 365 mail server, but it stopped shortly after that. Any suggestions? Bryan

Outlook and the plugin work fine as the desktop client for Office 365 using and Exchange connection type.

Hi Bryan, Unfortunately, at this time we don't offer native support for Office 365 -- it's in development. The only thing I can think of is that some versions of Office 365 may offer you the ability to use a Desktp client with it, in which case the plugin may work, but otherwise there's no real way to integrate it ...

Hey Guys, we just migrated from an on premise server to office 365. Can you tell me how to set up emails to flow from method using this new service? Thanks Bryan

I recently customized my "Edit Customer" screen. I was advised to use a test tab so as not to blow up Method should I make an error (great idea). Unfortunately, when responding to the question "replace current tab links with new screen" I said "no". Everything is fine, but now my control buttons (anything ...

Hey Stuart, You were able to give me some good info in your last post, I might need to refine one of my tests to mimic what you are doing here.  I agree however, it would be great to relook at this if you do come across it again.  I will do another test in my own account, however if I still can't recreate this, I will await for some ...