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  • Email test failed

    I did a quick search and noticed some other email issues. &nbsp;I am getting an issue when setting up my default&nbsp;SMTP: server2400.bigcommerce.com - username, password, and SSL using port 465 - same settings in Outlook &nbsp; I get this message: The test email failed to send. Your settings have not been saved. Please edit the settings ...
  • Method speed, and an email question

    Working with Method from Salesforce. &nbsp;I really like some of the features it offers, and am getting used to it pretty quickly. &nbsp;I have successfully started modifing the estimate template and screens to fit my quote needs. One big issue I have noticed - It is substantially slower than Salesforce. &nbsp;This holds true over a very fast ...
  • Re: Customizing Estimates / Quotes forms

    Thanks for all the help. &nbsp;I&#39;ve managed to make progress in getting my quotes to look like they used to...still needs a bit of tweaking, but its pretty simple. I am liking Method more and more as I use it. &nbsp;It isn&#39;t quite as &quot;modern&quot; looking as Salesforce, and I have noticed a small bit of lag in comparison. ...
  • Customizing Estimates / Quotes forms

    Hello. &nbsp;I am migrating over from Salesforce because they stopped supporting the Salesforce For Quickbooks integration - something within Intuit....not sure, but not interested in their drama. So, Method seems like it is a very seemless integration into Quickbooks which is nice. &nbsp;However, my quotations require quite a lot of ...
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