Method Community

Hi Beth, We don't have a webinar specified to customizing the Home Dashboard but here's a blog post which will certainly help you out. You can find the names of the specific charts by making a copy of the CRM_Home Dashboard screen then editing it, then edit each Report Object and check which report is selected. For example, ...

Hi Kitty, I wasn't able to recreate this.  Are you sending the email through the List Builder?  On which screens did you build the template and send the email? - Adam

Where can I find information or webinar on personalizing the Dashboard? When I do a search it says nothing found.  ~ Beth

I set up invoices to default to check the box of "Waiting for sync approval".  My question is - where do we now go to approve the invoices so that they will sync? Thanks! Karen Dellaripa

Nevermid the last comment as you need to have the "eCommerce" option enabled on your account. Would still like an ETA on Intuit Payment option for ACH. Thanks!

I have a contact for an existing customer and now that contact is a customer. Can you convert that contact into a customer?

Also please note that when attmepting to connect the Intuit Merchant Services as a gateway and click the provided "Click here to get a Connection Ticket" . After logging in we are getting the following error: https://merchantaccount.quickbooks.com/j/sdkconnection/connectionList?appid=182336692 Your merchant service account is not set ...

Any updates on ACH through Intuit Merchant Service (IMS) or (Intuit Payment Network)? We are really trying to centralize our customers towards our Method Customer Portal. We have considered a link to an external ACH portal but we are willing to wait if it is on the horizon...

Hello forum, I have created templates to use on my campaigns. My campaigns are just emails with information about information needed for our firm during tax season. What I am seeing when i have been testing my emails are the FROM section has a long format like this: Kitty A Walker [cj@cjspadycpa.com]; on behalf of; Kitty A Walker ...

Thanks for letting know. Sorry for the inconvenience. Paul