Method Community

I have two clients starting tuo use Method.  They both keep their files on Right Networks.  This means that my Right Networks user name will need to access two Method accounts.  Right Networks indicated I should contact Method to see how to “properly configure the (Method) plugin” for multiple accounts.  Where can I ...

Those are the correct gmail settings.  smtp.gmail.com is the Gmail server address.  Port 587 is used as the default port for gmail accounts.  You can leave the Port blank if you like.   I have not heard of anything changing in Method that would affect the emails.  Google may have changed something that is deflecting ...

Hi Matt, Sorry, I haven't been given a timeframe for adding the security tokens, my understanding is that it will be available with Method V2, however I will have to get confirmation on this.  Let me get back to you. -Ben

I have a school that sells prep classes. The way I currently have them enroll in classes is to fill out this wufoo form ( https://gabrielhealth.wufoo.com/forms/z7x3p3/ ), which conveniently also has the capability of adding up a price total and collecting online payments. This information is then sent via webhooks into the CRM. This ...

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.