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Okay, I did create a grid with mostly jsust the default values. In view mode it displays Lead Status values with a checkbox for each. To the right (the overall screen is a 2x2) is the Lead Status field itself. Below are the 2 buttons for save all changes and delete active. First question... There is a blank area in the grid above the existing ...

Whew! Let me take a step back for a second and just address the first part. So by your description, it sounds like you have to create a custom screen in order to edit the lead status valuess at all. There isn't just a simple place to do that. Correct? Looking at your description, is there a place to better understand grid creation/editing? I ...

What are some recommended email server providers that are compatible with method?

Hey theavspecialist, Welcome to Method! As you suspect this is something that is simple to accomplish. First you should make a custom screen based off the LeadStatus table. Add the Lead Status field to the screen, along with a grid object, and a couple of button objects. When editing the grid you want to ensure that you add the two ...

Hi Matt, I would contact your email provider and have them provide you with the smtp server you need.  You will also need them to enable Open Relay on the email server.  You can find more information on this on our Help Center: Why are emails from Method not being sent? Hope this helps! - Adam

Lucas, You can make a partial payment.  They will just need to select the invoice they wish to pay and the amount.  The balance will reflect the partial payment. - Adam

Hi, My problem is that every time that I input what I believe to be the necessary data to the edit email preferences, according to the support information in method, the pop up comes up that says that the action of sending the test email has timed out. We have a domain name that is hosted by collaborationhost.com, and so I use the companies ...

Hi Lucas,   I've moved this to the appropriate forum to be answered   Dave

Hi theavspecialist,   I've moved this to the appropriate forum to be answered   Dave

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Screen Tags - You'll see a new "Tag" field in the Contacts screen. This will be phased in over the next week on many other screens in Method CRM, and will be a new way to ...