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  • Re: wrong phone number

    Hi JohnM, [quote user=&quot;John M&quot;]QBO&gt;Method&gt; all method printed reports[/quote] Where are you looking for the printed reports? While looking at the phone field from QBO I noticed that it was not updating after a sync. &nbsp;I&#39;m not sure if you recently changed your number but this could be the cause. &nbsp;I&#39;ve submitted a ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 11-06-2012
  • Re: CLIENT PORTAL USER LOG IN SCREEN

    If you&#39;re talking about&nbsp;having the user sign in on your site and be redirected to the portal then check out the forum discussion in the link below. http://www.methodintegration.com/cs/forums/p/2985/11319.aspx#11319 - Ashur
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 11-06-2012
  • Re: CLIENT PORTAL USER LOG IN SCREEN

    Can I least re-direct the REGISTER link to my membership form on my site so it doesnt go to the next page about emailing temporary password????
    Posted to Method:Classic General Q&A (Forum) by Global Assets on 11-06-2012
  • Re: CLIENT PORTAL USER LOG IN SCREEN

    Hi Global Assets, The portal login screen cannot be customized so you&#39;ll only be able to use it as is. - Ashur
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 11-06-2012
  • CLIENT PORTAL USER LOG IN SCREEN

    I am trying to edit the text in the user client portal log in screen. At present it says the following: Sign In with your User Name and Password for online account access. If you do not yet have a User Name, click Register and have a password emailed to you. WHERE CAN I GO TO CHANGE THIS?? thank you
    Posted to Method:Classic General Q&A (Forum) by Global Assets on 11-06-2012
  • wrong phone number

    Greetings. QBO&gt;Method&gt; all method printed reports The QBO co file says my phone number ending is 8873, but method reports say 8863. &nbsp;I need the 8873 Any ideas? Thanks, John M
    Posted to Method:Classic General Q&A (Forum) by John M on 11-05-2012
  • Re: On Debug Tracing Errors

    Hi Blake C, Debug Tracing doesn&#39;t show any errors a user would receive based on the actions being performed, instead it was designed to show all the values held from each of the actions (what is assigned and when), i.e. Assign Value to Action Result, Character Function, Retrieve Value from Table, etc. So you as the customizer would be able ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 11-05-2012
  • Re: Reassigning activities

    Hi Jessica, Can you try creating a brand new activity and&nbsp;assigning it to one of the users that you get this error with, let me know the outcome. It looks like an actual issue with the email settings being used, either for the default outgoing SMTP server you have setup in Method, or the emails for each user. - Ashur
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 11-05-2012
  • Reassigning activities

    So when I go to reassign activities to my coworkers, for example follow up on an email campaign, I keep getting this failure notice? Any idea why? &quot;Hi. This is the qmail-send program at smtpout08.prod.mesa1.secureserver.net. I&#39;m afraid I wasn&#39;t able to deliver your message to the following addresses. This is a permanent error; ...
  • Re: Categorizing between screens

    What actions do you have setup to save the information on your new screen, please list the details of the action(s). Also, if possible please provide a screenshot of your EmailType table&#39;s fields (Customize &gt; Tables/Fields &gt; click on the EmailType table). The only reason I can think of why the field&nbsp;won&#39;t automatically show up ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 11-05-2012
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