Method Community

For those of you out there trying to get Method to send out emails, just remember you have to setup the “Default Email Preferences” first. Don`t worry this is a simple one-time process.

Let`s get to it! Follow the simple steps below and you`ll be on your way in no-time. 

1. In Method, click Customize.
   
   
2. Click the My Account tab link.
   
   Under the Default Email Preferences you’re going to need to enter some authentication details giving Method the right permission to start sending emails.  We do this once so it won’t ask every time. Kind of the same way Outlook does things.
   
   
3. In the Email Server address field enter the email server address. 
            Typically: replace “www.” with “mail.” from your domain
                           E.g. mail.yourdomain.com
   
   
4. In the Email User Name field enter the email user name you require to sign in with. 
            Typically: the part of your email before the domain (before the @)
                           In some cases it could be the full email
   
   
5. In the Email Password you simply enter the password for this email.
   
   
6. Click Save Settings.
   
   If you’re unsure about any of these details contact your Internet service provider (ISP) directly to obtain them. Changes might occur if you change your ISP password, or the name of your mail server (e.g. mail.example_company.com).

That’s it! Once the settings have been saved you know how the saying goes “Set it and forget it”. Method now knows it has your permission to send emails from this account.

Hope this helps!

So I just did a Google search to check the latest share price on…you guessed it, Google. It seems the company is holding up well while our users continually ask ‘How do we use Gmail with Method?’

The answer you’ve all been waiting for is here. Use the settings below and refer to the post above if needed. It’s as simple as using the proper Server address and then your individual gmail address and password.

Email Server address: smtp.gmail.com
Email User name: yourgoogleaddress@gmail.com
Email Password: yourpasswordhere

Hope that helps,

Greetings - tried the instructions you gave, but when i try to send an email (Activity within Opportunity) i get the following error message.

Error^Action Sequence:32. Error with user authentication;Server says: 504 5.3.3 AUTH mechanism LOGIN not available

Any assistance is greatly appreciated!!

Cheers, Kevin

 To see a response to Kevin's post above, kindly refer to the following thread: http://www.methodintegration.com/cs/forums/p/703/2350.aspx#2350

I have done this several times but when I choose send test emai/save nothing happens

I just received this error 

Error with connecting server;current server: mail.sqwindows.com;connect failed, error: 0x0000274c

debwiddi-

This forum post HERE may help you address this issue. The user who created the forum post I have linked had the same issue you did and was able to resolve it.

-Michael