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I am looking for a way to send an existing document from Method. I was experimenting by creating a new command to the More Actions button in the edit document screen. We attach costing reports to invoices and I would like the ability to send that report via email to another method user....it is always the same person. I have ...
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If I keep my QB company file an a back up hard drive like Synology Disk Station so I can work from two computers, do I have to install method in the two computers or in the back up station?
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I am quite excited about testing out our new web forms and even more excited to discover that they work with our mobile sites as well!
One question though...
Or old web forms had honey pots and Akismet to keep us from getting spams. Now that the web forms go directly into Method, it seems that spam protection should be extra ...
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I have a grid based on the Contacts table. and one of the columns is a Yes/No field called "Dormant".
I would like to check certain rows in the grid and then update those fields in the Contacts table using buttons. Let's say I have 2 buttons called "Make Dormant" and "Make Active".
So...Let's ...
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Aloha Everyone,
This post is about an idea I would like to suggest.
Since changes to Screens are made immediately and there is no way to back the changes out automatically I would like to suggest it would be nice to have the ability to make copies of all of the customized screens. I know you can make copies one screen at a time, but it ...
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I am attempting to customize screens. The window that appears when I select these options is only about 1.5" - 2" tall. I can not see all of the data. It's making me nuts. I feel like I have blinders on. How do make this screen more user friendly?
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Greg,
I think if you edit the Post you will see the images.
Stuart
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For anyone following this,
Stuart called in and we are working with him to resolve the issue.
- Adam
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Hi lvelina,
Unfortunately, the only way to accomplish this is by setting permissions on the individual buttons -- you can't change button roles globally.
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I'm looking for instructions on how to set up a portal user to enter time tracking into Method for synq with QBks. Any info on how to and limitations would be appreciated.