Method Community

I was having some trouble too. Try using the information below. Let me know if it works. Server Adress: smtp.gmail.com Username: (type your full email adress here) Password: (Double check that you are using the correct password too) Port: 587 Use SSL?: Yes

  Happy Friday Method Friends! Today's blog post initiates our new "This Month in Small Business" blog series, where I will recap some of the best  resources I have stumbled upon throughout the month that are small business and leadership focused. Here are the most informative and thought ...

Mike, The AltContact is the alternate QuickBooks contact. We sync this contact and obviously the main contact. Newer versions of QuickBooks have the ability to create more than two contacts, but Method can only sync to the main and alternate contact. - Adam

Hello,     Give the Method Support line a call at 1-888-925-6238 x2.  We can lhelp diagnose the problem.  I can also point you to our Help Center article on setting up an email provider.  I am aware of no changes to the email setting that would cause issues with Gmail. - Greg

It works, but...in the end it's a bit confusing. Just to reiterate, the grid is based on the Contacts table and is filtered so that it hshows only "parent" names (ie. ParentFullName is empty). Anyway, to update the "dormant" status of the Parent records in the Customer table, the only thing that ...

I need to create a weekly report, which will display  number of invoices that have been issued to customers, who have been contacted by a Method user in the last 30 days. Since I'm new to the Method community, I'm not sure how to even start it. All advises and help are appreciated.

has anything changed i now cannot set up my gmail mail server thru method they are all failing

Hi Ben, Do you have a rough idea of when the Authentication Tokens feature will be implemented?

Hi Mike, I found two ways around this. One way is to use "value from row" EntityRecordID.  The other is to use the Assign Value to Action Result at the top of the loop and assign it the FullName field from the row. I'm not sure why the action result works instead of just using the FullName but it does. Its likely something to ...

Hi Chase, The very first thing I see is that you are trying to find the record in the Estimate table by EstimateStatus.  Generally, you'd want to find the record by RecordID, as this is most likely the only unique field in the Estimate table.  You would need an action result to capture the correct recordID for the estimate. ...