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Hi EricK3MS,      You can add additional statuses through the New Activity screen, a work order is just a type of Activity so statuses added here will also apply to work orders.   1. Go To Activities > New Activity 2. Click  ... beside the “Status” dropdown 3. Use the ...

Shelly, In addition to what Michael has suggested, keep in mind that if you are using the new warehouse capabilities in QB 2012, you will not be able to acccess this through Method.  For example, tracking serial numbers or lot numbers.  Besides that, you're good to go.

Hi John,   I have a few questions:   1. Can I have the sample of the text that you are trying to enter or the number of characters that you are trying to enter? 2. Are you adding the description when you are creating a new item or are you adding the description when selecting an item at the transaction line ...

Hi swn023-   Have you tried using the Search button found on the top right of the screen?   Another option is to customize the screen(CRM_CustomerList) and add ShipAddressCity as a column to the grid.   For opportunities, there currently isn’t a Search button available, but you can add the ...

  Hi swm023,    The first thing that you need to do is to make sure that when you go to the Existing Opportunities List screen, that the "Filter By View" dropdown selection is Shared Opportunities.    If you are still unable to see all the records, you need to make sure that you have permission to ...

  Seasons Greetings, Joyeux Noël!, Boas Festas!, Buone Feste, Ii holide ezimnandi, Sarbatori Fericite!, Frohe Weinachten!, Feliz Navidad, Mele Kalikimaka, Wesołych Świąt, Boldog Ünnepeket On behalf of the Method Team, I’d like to wish everyone a happy holiday season!  May your holidays be filled with love, joy ...

Here are the steps you’ll need to follow to edit that screen. Click Customize > Screens. Scroll down until you find the screen called “SchedInc_AddEditWorkOrder”.  When you hover your mouse over the screen, you’ll see a “Copy” option appear on the left.  Click the Copy icon. ...

Shelly, Usually if this message comes up on the screen it will happen when it first loads.  You mentioned this happens when you select a customer.  Does that mean a pop-up window appears when you click the select link?  If so, make sure that you also re-publish the pop-up window that is being called when you click the select link. ...

  In order to send the image within the email it must first be uploaded to a web server and hosted.  If you try and use the picture icon from within the editor, the image will not be saved or viewable but the recipient of the email.  I’d suggest first uploading this image to a web server and then use the web address ...

[quote user="pdirect"] The Method application displays the following error when trying to send a test email on 465 with AT&T.    The operation has timed out. [/quote] @pdirect - I'm just checking AT&T's site and it looks like based on their configuration page, the server address is outboud.att.net. ...