Method Community

I can create "New" reports without an issue and yes I have data.  When I try to open a report I get this message, but there is no way for me to save the report because I'm never allowed to open it in the first place. Thanks, Brian

When is this "notification of payment recieved" sent out?  Is it only sent out if the customer makes a payment on the portal?  If its not limited to just that, what are all of the actions that triggers it?   Also, If I receive payments in quickbooks will that still email out via Method due to the sync? Finally, ...

Perfect info, thanks again!

How can i change the link that is in some of the email templates  http://urlforportal/ into a button inside the email?   And is it possible to make the button show our company logo or another image?  

Glad to have helped!  - Ashur

Perfect.  I hid that email when saving button and made it default to unchecked.  Thanks for the info

Hello Marcelo, I have tested creating invoices in your account on your stock Work Order List screen, and it works fine. Please try again. When you click "Invoice Selected", uncheck the "Set to wait for sync approval". The reason why you didn't see the tax getting calculated automatically is because the invoice is ...

Hi David, You can setup your users up to use their own user specific email preferences.  You can do this in step 2 of the edit user wizards under Customize > Users.  See the screen below: Hope this helps. - Adam

Just to elaborate, there is a Email confirmation when saving? option on the Add/Edit Contacts screen. If this is enabled and you click Save & Email after making changes, both yourself and the contact will receive a notification (assuming there's a valid email address assosciated with the Method contact). - Ashur

I am the admin.  I have customized the email templats to my liking (for the most part haha)  Now how do I as a user further customize any specific email template so that it sends from my personal address, without changing the master template? Or I thought of another option that may suffice my needs if its possible.........can I add a ...