Search results by user ID 6887

Re: Setting up Email Preferences

cdrryan — Thu, 06 Aug 2015 17:30:27 GMT

Hey,

I realized that the only reason the ones I was sending showed up in my inbox was because I was cc'ing myself (oops). Are emails sent through method supposed to show up in the sent folder in outlook? Or does it only BCC the user sending it so it shows up in your inbox?

Conner

Sorting customers by products purchased

cdrryan — Mon, 03 Aug 2015 18:47:37 GMT

Hello its me again!

I have been asked to figure out a way to sort/create a list of customers who have purchased a specific product. For instance, I want a list of all customers who have bought ProductX over the past year. Is there a way I can just bring up ProductX in Method and view who has purchased it and when?

Thank you,

Conner

Re: Setting up Email Preferences

cdrryan — Tue, 28 Jul 2015 15:33:32 GMT

Hey,

I have followed the steps from that thread; both using the default mail server settings, as well as overriding the settings for my sales person. The emails DO send successfully, however they DON'T appear in his outlook. My admin account which I used to set up the initial mail server settings does work, and the messages I send appear in my inbox. I don't understand why it works for me, but doesn't show up for him.

Re: Setting up Email Preferences

cdrryan — Mon, 27 Jul 2015 18:08:42 GMT

Adding to this; I have tried overriding the email server settings for his individual account, but afterwards I still receive the "Email Settings Test Successful!" email (Which for some reason is from the sales guy's email address sent to me)

Setting up Email Preferences

cdrryan — Mon, 27 Jul 2015 17:12:47 GMT

As the admin I have set the default email server settings and have successfully tested sending emails from my account. When I tested sending emails from one of the sales peoples account, it sent the email successfully but did not automatically put it in their outlook inbox. The problem might be that their method account didn't have the "customize>myaccount" visible to send a test email to confirm it was working. Is there a reason it would send the email for them, but not put it in their outlook?

Conner

Re: New Activity, Leaving contact field blank but still populating

cdrryan — Mon, 20 Jul 2015 16:28:13 GMT

Hey Mortaza,

The problem with doing it this way is that it no longer associates the activity to a specfic customer and can only be found in the general activites list.
I have also noticed that in the new activity screen it will populate the contact field with the first contact available for the customer, but if you choose the dropdown to select a different contact, it shows a list of all contacts from all customers. Can I just apply a filter to this field so that the dropdown only shows the contacts for the specific customer that I am working on?

Thanks,

Conner

Re: New Activity, Leaving contact field blank but still populating

cdrryan — Fri, 17 Jul 2015 19:56:16 GMT

Yes from the EditCustomer screen.]

Conner

New Activity, Leaving contact field blank but still populating

cdrryan — Fri, 17 Jul 2015 17:57:13 GMT

When we are creating a new activity and choose to leave the contact field blank since it is not a mandatory field, once it is saved and we look at the grid it has populated it with a contact from the company. How can I make it so that when we leave the field blank, it doesn't auto populate after we save?

Conner

Integration Engine - multiple QB files open throughout the day

cdrryan — Fri, 17 Jul 2015 15:30:23 GMT

I have installed the Method integration engine on the computer of one of our accounting people, since he has the company QB file open for most of the day. However, I just realized that throughout the day he accesses 3 other seperate QB files. If the sync engine is running and he opens different files seperate from the one synced to my method database, will that mess up any of the data or attempt to sync to the other QB files?

Conner

Re: Hide Markup Information

cdrryan — Thu, 16 Jul 2015 20:47:37 GMT

After looking at that thread and a few others, I am still confused as to what the best practice is to hide these fields. In this thread https://www.method.me/cs/forums/t/7040.aspx the guy says to remove them from the grid. But you and others have said removing them will change the amounts. What should I do so it can be hidden from my sales people?

Conner