Method Community

It can be a little overwhelming at first but if you need further assistance you can always speak with an in-house Consultant or Method Solution Provider for either a training session or to do the customization work for you. Not sure why you're receiving an error when clicking that particular link, it should initiate a video file download. This ...

Beth - I can understand where you are coming from on this and we hear you. The charts and reports are not the easiest things to customize, especially if you don't have prior experience using our report designer. These dashboards were not meant for "on the fly" changes but we are taking this into consideration for our new version of ...

Hi jwarren, Things are on the horizon, just for clarification are you looking for creditcard processing or electronic cheques?   Dave    

This is way to complicated to use from a customizers perspective. Especially coming from a Salesforce demo where you drag and drop the charts and graphs onto your dashboard to personalize the reports. Also, when I click on the "click here" link you gave me for help on a report based on the Invoice table I get an error message. There are ...

Kitty, This looks like this is your issue.  You'll have to change your Gmail settings. http://lifehacker.com/5733436/use-a-google-apps-account-to-authenticate-outgoing-mail-from-your-regular-gmail-account - Adam

Hi Karen, To view Non-Posted Transactions go to the QuickBooks Tab Group > QuickBooks Home > QuickBooks Dashboard > scroll down to the Non-Posted Transactions section where you will see a grid listing all transactions that haven't been synced to QuickBooks. The user/manager would use this data to find the invoice and "approve ...

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