Search results by user ID 4959

Re: Auto transfer screens

l.brandow — Fri, 15 Dec 2017 21:03:58 GMT

What about a tab Group? Is there a way you can accomodate for the transfer of an entire tab group?

Re: Auto transfer screens

l.brandow — Fri, 15 Dec 2017 15:53:41 GMT

Assuming you are saying, an entire tab can be transfered at once: how is that done? (We know how to transfer 1 screen at a time. We don't want to transfer 1 screen at a time)

Re: Auto transfer screens

l.brandow — Thu, 14 Dec 2017 21:50:39 GMT

Is there a way to transfer a tab with screens? I see other add ons do this:

AERO, You Rang, Professional Services, Field Services, Expense Reports, NEXT etc.

Auto transfer screens

l.brandow — Thu, 14 Dec 2017 15:32:45 GMT

How can we transfer screens from one account to another using the API? Is this possible?

And just to be clear: we know screens can't be transferred in Method New. We know how to manaully transfer screens from one account to another account one screen at a time in Method Classic. We would like to transfer multiple screens in sequence using the Method API.

is that possilbe?

Re: Sending emails using office 365 exchange online

l.brandow — Thu, 22 Jun 2017 22:32:22 GMT

I see this post is 3 years old. Did you ever figure it out?

Re: Export Grid to Excel

l.brandow — Wed, 17 May 2017 16:01:06 GMT

Yeah, the problem was the version we were working in, didn't have that feature. We've since updated and all is well.

Export Grid to Excel

l.brandow — Mon, 03 Apr 2017 16:53:57 GMT

Does Method New not have the Export Grid to Excel action? Is it hidden somewhere within another action? I've done some digging. Is the actions combined and hidden somewhere? Or is it not developped yet?

Lance

Re: How to customize Order of screens on dashboard

l.brandow — Fri, 02 Dec 2016 17:39:02 GMT

Beautiful. Thank you!

How to customize Order of screens on dashboard

l.brandow — Fri, 02 Dec 2016 17:09:51 GMT

In Method New, can we change the order of the screens on the dashboard? I can't seem to find where that is done. Thanks!

Email Send Failure Alert: Mailbox name not allowed. Relaying disallowed

l.brandow — Wed, 09 Mar 2016 16:57:43 GMT

When sending an email from Method I get this error emailed to me instead. The problem is it will work for weeks, then stop working. It's mysterious.

Subject: [Method Integration] Eamil Send Failure Alert

Body:

Email Send Failure Alert

The following email failed to send. Method has tried to send this email via your specified mail server a total of 5 times, approximately 5 minutes apart, before giving up.

Mail Server	smtp.zoho.com
Response from Mail Server	Mailbox name not allowed. The server response was: Relaying disallowed as "lance@brandowconsulting.com"
Company Account	TastyPuff
Server User	jadah@tastypuff.com
Use SSL?	True
Port	587
From Name	lance@brandowconsulting.com
From Address	lance@brandowconsulting.com
To	jadah@tastypuff.com
CC
BCC
Subject
Body

Tips:

If some emails are working and some are not working, chances are you are using a bad email address. Ensure the sender email address is permitted to send through this email server, and that the 'To' email address is valid.
If you are sending email with SSL, try going to Customize > My Account > Default Email Preferences and changing the port to 587. If that doesn't work, try 465. Most SSL servers support one or the other.
If you are sending email with SSL, make sure your email server truly supports it. Try going to Customize > My Account > Default Email Preferences and changing the SSL on and off to see what is permitted.
If you are getting a 'Relaying Denied' or 'Unable to relay' error, please ask your email server administrator to disable or remove any 'POP-Before-SMTP' settings - which are not supported by Method.
For more tips visit the Method CRM Help Center