Search results by user ID 5456

Re: Multiple Emails

lvharris — Thu, 23 Feb 2012 19:28:42 GMT

Hi Ronen,

Bad news. The test email was sent and received properly. However, my test sending you an email failed again, with the same error message.

Lee

Re: Multiple Emails

lvharris — Tue, 21 Feb 2012 21:57:52 GMT

HI Ronen,

According to the error message, the system would not save the previous set of changes. So, the inital settings without SSL are still there.

Regarding the way the activites were created, they were all done from within the individual Customer screen. However, I just tried it from the Activities tab in the top navigation with the same result: Email send failure with the same server response.

Re: Multiple Emails

lvharris — Tue, 21 Feb 2012 19:17:39 GMT

HI Ronen,

Just to clarify: I do have a password, but it is never visible when logged into any of my different client's email preferences. However it is there and the test email function always works. I have and continue to receive the test emails. It is the Activity email that isn't working.

Nonetheless, I did try the 587 and received the following error:

"The test email failed to send. Your settings have not been saved. Please edit the setings (yes, it's misspelled) and try again. Here is the response we received from your email server.

The remote certificate is invalid according to the validation procedure."

:-(

Lee

Re: Multiple Emails

lvharris — Fri, 17 Feb 2012 17:34:24 GMT

Already done.

Lee

Re: Multiple Emails

lvharris — Fri, 17 Feb 2012 16:51:36 GMT

Multiple Emails

lvharris — Tue, 14 Feb 2012 21:39:38 GMT

Hello,

When my salespeople send an email, the system sends it 16 times. I have tested it along with them and confirmed that it is not user error. Any solutions?

Thanks,

Lee

Recurring Events

lvharris — Tue, 14 Feb 2012 19:46:32 GMT

Hello,

We have 1,100 clients on an automatic service schedule. I understand the ability to add recurring events. However, we need them to automatically renew until they are no longer an active customer. the key is automatically (either by check box or other method) because it will 1. t ake too long 2. could result in a cancellation due to human error if we missed it.

Any feedback would be appreciated.

Lee

Re: Home Dashboard

lvharris — Wed, 21 Dec 2011 03:57:17 GMT

HI Michael,

I do not see an option to remove filter on the home page dashboard. When I go to the report designer, it doesn't show a filter being added. (Mood) Frustrated.

Sincerely,

"Dazed and Confused"

Re: Home Dashboard

lvharris — Tue, 20 Dec 2011 06:46:23 GMT

Hello,

I have been unsuccessful in customizing the home page. All I am trying to do is remove the "Filter By User". I want to see ALL of my users on one screen for the "Opportunities By Sales Stage" and "Opportunities By Month". Any clues on how to accomplish that?

Re: Home Dashboard

lvharris — Sat, 03 Dec 2011 00:44:53 GMT

HI Michael,

My client is new to Method. They cannot find the report designer or the SalesDashboard. I was unsuccessful as well. Please advise.

Thanks,

Lee