Method Community

John- You can't copy just the actions of a button from one account to another you would have to copy the screen. There is a way to email yourself a printable summary of the screen, which is useful in many cases. When editing a screen right click in the designer area and select Show Summary. -Michael

Taurasgardening, It would be difficult at this point to determine what is wrong with your portal screen without having a look at it.  I would suggest you turn on MethodSupport, so we can take a quick look at your account to see what is going on.  Please keep in mind that your issue likely has to do with customization, so we can go ...

Any update on when this might be available.?  This is a very often used feature in my customizations of Method: Classic and a significant limitation to customizing in Method:New.

The following updates are now live for users of Method. New Features Enhanced Messaging on the Contacts App to provide a better explanation of the Customer / Vendor portal (PL-3711) Added App-Ribbon support on Contacts for Bills and Purchase Orders (PL-14346) Added App-Ribbon support on Sales Transactions for Activities New look to ...

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity Fix - when selecting an email template from the dropdown list, the subject was replacing the body during the mail merge. (QBO) Fix - when selecting an email template from the ...

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Hi Ben,  Thanks for letting us know about the error you received. We are currently looking into it. Please let me know if you are continuing to have trouble. I'll update this forum post as soon as I have any updates!  Jason

[quote user="handcrafted"]well, I have tried all of these things and still no luck.[/quote] Bryan, Since this is a sync issue I'd like to take this off the forums and help you resolve it via phone or Goto Meeting.  Can you email me the company account you use to login and I'll follow up with you tomorrow. ~C

Hello,    I had one tip that at your URL may be incorrect for your path to the document.  The February version uses the sub-domain 'app.' .     Can you show me a secreen shot of your Send Email function.?  I would like a better idea on how to reproduce it. - Greg

We all of a sudden cannot email from Method.  Our exchange server is setup to allow relays from Method's IP address.  Is it possible this changed recently?   Can I confirm the IP address or addresses that need to be allowed access so that we can relay email through our exchange server here.   Thanks,