Method Community

Matlow99, The screen you are looking for is called ContactsPortal_Transactions. If you go to Customize > Tabs do you see a Contacts Portal tab listed there? If so, can you click on Edit Tab Links you should see Recent Transactions as a Tab Link Name and it should open screen ContactsPortal_Transactions, if it's not listed add it and try ...

Hi Michelle, It sounds like you need to reset the computer that Method considers the Main Computer or the server computer. To do this login to Method and go to QuickBooks > Synchronize and click Reset for Computer to Sync with and then perform a Full Sync using the Method Integration engine.  You may also need to reset your QuickBooks ...

Hi John, Are you using the new Contacts Portal or the older Customer Portal? Using the new Contacts Portal I was able to create a case and assign it to a customer and then login as that customer (or one of their contacts) to the Portal and view the case. If this is not working for you can you give me details on the steps you are taking? -Michael

Andy, I am going to assume you are getting one line on the print preview of your invoice. To fix this select the label that is printing as one line and on the Property Grid (Bottom right of screen by default) look for Multiline and change it to Yes. To insert a section in a report right-click anywhere in the Report and select Insert Band. There ...

This issue should now be fixed. . Alec- Thank you for the screenshots and information.   -Michael

Mike, The easiest option would be to edit the grid on the Vendor List screen and add the Vendor Type as a column to the grid. Once the column is added you can click on the column's header to sort it or use the column's filter to only display certain types. -Michael 

pdirect, Method considers an opportunity as closed if the stage has the word "closed" in it. The pie chart is currently filtered to only show opportunities with a stage that contains the word closed. You could customize the screen to change this but the easiest option may be to just change your wording to "Opportunity Won ...

 pdirect, I will test this out and follow up in this thread. -Michael

matlow99, Are you receiving an error message when you click Save & Email? If not what exactly is the sequence of events? Or is this issue with the email that is sent out when you click Save & Email? -Michael

 One more thing I wanted to add. Are you using customized screens? If so try it with the standard screens. -Michael