Method Community

Hi JWS, Yes you can.  You can copy the action set of the Print Preview button and slightly alter it to specifically load the template. Just simply edit the Generate Report action and select the template (the first setting Report) and remove the override settings (the next two settings).  See the screen shot: Everything else ...

David, If you are using custom email reminders, there may be something in the wording that is getting flagged.  That, or their spam filters are set high. I found this link which may help, How Spam Filters Think.  Maybe it will be of some help.  I've tested new email accounts with our stock notifications and haven't seen ...

Mike, It should sync both ways. If you test it out and find that Item Receipts do not sync from Quickbooks to Method, feel free to give our support line a call and we can investigate.  Jason

Thanks Adam! Will do...

Thanks Jason. Will do some testing to determine where the variables are being lost. Appreciate the help.

Dave, Thank you for your answer. Will consider setting up the portal at some point down the line. For now, we'll just continue sending invoices by email.

Clicked on the same link, the process stops in the DOS window failing to load the certifcate. Doesn't load.

I crated 2 different print Templates for the Sales Order page. Is there a way to create a button for each of the 2 print templates so I can print either of the 2 with out selecting the print template in the select print template button.?

We're seriously looking at the Outlook plug-in but before we install there's a question we can't find an answer in your very detailed support information. Without the Outlook plug-in installed, when I click on a contacts email address to send an email this will open a new Outlook email window to compose and send the email. This is ...

Hi Taurusgardening,  Please confirm what your current setup is, are you referring to the stock Contacts_Portal, which uses the "Contacts Portal" tab? If so, have you changed the tab to show "mobile".  It is hard to know what has happened if you have customized this somewhat. Have you tried creating a ...