Search results by user ID 4342

Emailing within Method again...

KellyBorg — Tue, 03 Aug 2010 15:11:17 GMT

Hello!

Yesterday, Judy and I finally figured out the right email settings for us to send activity emails to one another. Both of us have the role of Admin within Method. Everytime, I go into Account and change the email settings to me, it changes for her. Should this be? Also, yesterday we were doing fine with emailing. Today I am getting this error message:

Error^Action Sequence:31. Error with user authentication;Server says: 535 Sorry.

Thanks again for your help!

Kelly

Re: Error message while trying to send out activity follow up

KellyBorg — Thu, 08 Jul 2010 20:22:28 GMT

Val,

I went into Customer Center; picked the client;went into the activities tab; clicked "go to"; then clicked the "send email" tab; filled in my email address in both the to and from; picked a template and typed in the subject line and body of email; then clicked "complete, save and close". That is when I received the error message.

Kelly

Starting to use email within Method...can we email invoices/Estimates from Method?

KellyBorg — Thu, 08 Jul 2010 20:17:45 GMT

Hello everyone,

We have looked at the webinars but haven't seen anything about emailing invoices. I have just seen the email templates and integration with Outlook.

Thanks,

Kelly

Re: Error message while trying to send out activity follow up

KellyBorg — Thu, 08 Jul 2010 16:16:15 GMT

Also how do we send a PDF to the email along with the invoice?

Error message while trying to send out activity follow up

KellyBorg — Thu, 08 Jul 2010 15:38:55 GMT

Good morning all....

I am testing out the email in method and am trying to send myself an email. Unfortunately I am getting an error message:

"Error^Action Sequence:31. Error with user authentication;Server says; 550 Unexpected auth error."

I went into the customize screen entered my email server address, user name and password. (When I type in my password, it says "Settings applied successfully." Yet the password is blank without any as-treks or anything.)

Thanks for your help

Kelly Borg

P.S. Thanks Ryan for the outlook help!

Cases -Closed Dates

KellyBorg — Tue, 30 Mar 2010 19:57:58 GMT

When I go into CRM Call Center and click on cases to I start to fill out a new case, edit the case, enter the case description, etc; I find that all of the dates and times default to the time and date that I am entering the information.

It won't allow me to change that time, if I click on the field it just continues to repeat the time over and over again. Is there a way to change the default to a time that we want, so that it will be correct?

Professional Services - payroll items not being pulled though

KellyBorg — Tue, 30 Mar 2010 19:44:36 GMT

When I double click into an entry on the calendar on the Professional Services Dashboard.

There are blanks in the "edit activity" screen that I need to fill out:

Item

Item Description

Due Date Start

Due Date End

I am assuming that once this is populated, this information will go into employee time tracking.

Unfortunately, my "item" list is empty, there is nothing listed in the pull down. Is there a way that I can get that item list to show?

Kelly

Suggestion for PS

KellyBorg — Tue, 09 Mar 2010 20:56:47 GMT

I am suggesting that the use of projects and phases just stay on the Method side. Right now, if you set up a project in Method it becomes a job on the QuickBooks side.

Unfortunately, we have list limitations in Quickbooks.

If I create a project for my team to work on, I don't want it to show up as a job in QB. I want to have Method be a central communication place for my team and not have those projects get caught up on the QuickBooks side of things.

Kelly

www.JVSyms.com

Service Items not coming into Method

KellyBorg — Mon, 01 Mar 2010 20:18:47 GMT

I have been entering my time into Method but I have noticed that there are some serice items that aren't coming into Method from QuickBooks. The time entries that were entered into QuickBooks using that service item show up in Method though. I have a feeling there are more then just that one that I use that isn't coming through. The list looks alot shorter in Method then in QB.

Thanks! .

Kelly