Method Community

Hi LAppeal, I have a couple of questions to ask you: Is this happening on an original screen or a customized screen? In the QuickBooks tab group, if you go to Employees > Employee List, are you added as an employee? If you go to Customize > Users and cick on the Edit... link for your username, in Step 1 of 10, in the dropdown for ...

Hi Dave,  Can I please get your company account so I can troubleshoot this issue further.  Ronen

Hi cpitts, In the new Invoice, Estimates, and Sales Order screens that are now enabled on your account after the upgrade, we no longer have the checkbox for the Rep column available as an option to show on the respective existing transactions table. The dropdown thought for the Rep is still available for those screens. I hope that this helps. ...

Hi Dave,  Can you please tell me if this is happening on an original Method screen or a customized screen? You can find that out by hovering the mouse pointer over the tab link which this screen is attached to. The original screen would be formatted in this fashion: (name of screen) from TemplateOnlineCRMQBDesktop ...

Hi cpitts,  I wanted to give you the update that I was able to log in successfully into your account internally, and will update you once I have a resolutions to this issue.  Ronen

Hi lvharris, I just wanted to let you know that i was able to successfully log into your account internally, and I am looking into this matter further. Once I have an update to a resolution, I will update this forum.  Ronen

Hi cpitts,  Can you please enable the MethodSupport user on your account, and I will investigate further on my end.  Ronen

Hi lvharris,  I have received the forwarded error message that you have sent me. Can you please enable the MethodSupport user for me so I can take a closer look at your e-mail settings? Ronen

Hi lvharris, I just wanted to confirm your steps when sending out the e-mail through an activity because I didn't receive the e-mail through the activity as if I was the Customer/Lead in Method that you created the activity for. Please confirm if you are doing the following to send me the e-mail: In the Leads and Contacts Leads you ...

Hi Katie G, Which version of QuickBooks are you using? Is it the desktop version or the online version? Ronen