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  • Re: Upgrade QB 11 to 12 and Method

    [quote user=&quot;pdirect&quot;]How does the Method sync fit into that process?[/quote] &nbsp;The process is pretty simple from our end. &nbsp;Method will sync based on the ID numbers from QuickBooks so as long as these don&#39;t change durning the upgrade then you&#39;ll be fine. &nbsp;Method won&#39;t even be aware that anything has changed at ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-26-2012
  • Re: Method Report Designer - Creating a Variable

    Another tip I just got from my co-worker here is&nbsp;if you use CType(sender, XRLabel).Text as your variable name&nbsp;it references the current label you&#39;re writing the script in. Happy Methoding ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-25-2012
  • Re: Method Report Designer - Creating a Variable

    Hi CarolOliver, First up, welcome to Method. [quote user=&quot;CarolOliver&quot;]It isn&#39;t declared within the script itself...[/quote] It does get declared in the script on the 4th line:&nbsp;xrShipAddress.Text. &nbsp;If you use xrShipAddress as the variable name you also need to update the property grid &gt; design (name) field to the same ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-25-2012
  • Method CRM Updates - April 24, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Invoice New (#3217) - we&rsquo;ve applied the same new features added to the estimate screen yesterday to the invoice screen. &nbsp;This means you can now take advantage of the single ...
    Posted to Release Notes (Weblog) by Anonymous on 04-25-2012
  • Re: Creating a new portal

    [quote user=&quot;AutumnW&quot;]...is it possible to add the html code provided when setting up a web form, to a portal? Where/how would I do that?[/quote] Portals and web forms are separate areas, a portal lives on our site so it will have the tab style navigation and colour scheme you setup under Customize &gt; Display. &nbsp;Web forms live on ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-25-2012
  • Re: Creating a new portal

    Hi AutumnW, [quote user=&quot;AutumnW&quot;]I&#39;m looking for a little info on how to go about creating a new Third-Party Portal for a contractor/vendor/employee who is not a Method user...[/quote] These people do not have to be Method users they just have to have a portal setup where they can register as Portal users. [quote ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-24-2012
  • Method CRM Updates - April 5 - April 23, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Estimate New (#3217) - if the &ldquo;Email notification when saving?&rdquo; checkbox is checked, a special miURL email gets sent to the customer. &nbsp;When the customer clicks this ...
    Posted to Release Notes (Weblog) by Anonymous on 04-24-2012
  • Re: Emails are sent multiple times

    Just a quick correction to the above numbers; we send 16 emails in total - 15 attempts and 1 warming email. ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-19-2012
  • Re: Emails are sent multiple times

    [quote user=&quot;Navitha&quot;]Can any one let me know where the problem is?[/quote] This problem is usually directly realted to your SMTP provider, not from Method. &nbsp;We have an email reminder service which will try to send a failed email 14 more times, about a minute apart. &nbsp;If you&#39;re getting multiple emails (probably 15 in total) ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-19-2012
  • Re: Currency issue

    [quote user=&quot;Martin&quot;]However I have still not tested wether this applies to customers that you email the invoice to direct from the system.[/quote] Based on your fix above, it will work for your customers if they have the correct regional settings in their browser. &nbsp;The invoices we email is generated on the fly so the email ...
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