Method Community

I need to create a custome field for text in the Activity window  the requiers a respons from the Assigned To person. This field will contain text of under 50 characters.     

scott, I had a similar misconception about Outlook and Method. Right now I have Method set up to use its own templates and attach its generated reports, and to send within Method. I have this email BCC to myself so I can view it in Outlook later. But what I would really love is to be able to click a "send email" button in Method, and ...

[quote user="JKM@SA"]How do I set a default for a drop down field?[/quote] When in the screen designer, click Edit on the drop down.  On step 1 of 6, set the default value for a drop down then click next 3 times to get to step 4 of 6 where you should set the default value again.  Once you've made those changes the page ...

How do I set a default for a drop down field?  i.e. when the screen loads I want the drop down field to default to the same selection each time, similar to how Invoice Type in Work Orders always defaults to To be invoiced.

[quote user="MikeB"]Do I also need to press the "Add Table" button so all the tables are populated in the window below?[/quote] You'll need to click the checkbox for, "This user is allowed to connect to the Method API", then select the "--All tables required for Outlook Integration--", then ...

[quote user="John M"]Found the issue[/quote] I'm glad this is resolved now and sorry for the earlier confusion. ~C

Found the issue quickbooks 2012>Vendor Center> Vendor tab> (choose your vendor in this case JohnMDrawing)> Edit Vendor> Account Info tab> Categorzing and Defaults and the dropdown list called type.     Ok. the JohnMDrawing was the only vendor that had type dropdown list filled in.  So i made it blank. Went to ...

[quote user="Skye"]We have a series of recurring issues regarding specific line items.[/quote] Are you getting an error message?  If so what's the message?  and what steps are you taking to trigger that message? [quote user="Skye"]...we have to open up the invoice - and re-enter the information...[/quote] Are ...

[quote user="John M"]Maybe i am doing this transaction wrong?[/quote] Can you pay this bill inside QuickBooks?  If you can pay others but not this one then I want to know what QuickBooks does when you try to pay this.  Please post back your results. ~C

[quote user="scott"]I would like to have the action, "Save and E-mail", provide an option to use outlook e-mail with a PDF attached, instead of using the customer portal.[/quote] You can send an email from within Outlook and use any number of attachement but these attachements are not stored within Method.  We only store ...