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Smohyee, [quote user="smohyee"]If you want more control over which leads you end up deleting, you can enable the checkbox column in your leads grid (first page of edit screen), and tie that to the delete button's loop through grid action (create a conditional statement in your loop so the button will only delete those records ...

I ran a test payment through on online portal. The good news is that the online payment portion worked like a charm.  The bad news is I received the "notice of Payment received" email 16 consecutive times? I don' t believe I edited anything related to this message.  Any ideas?

Method_Chad's reply mentioned the use of the grid checkbox: If you want more control over which leads you end up deleting, you can enable the checkbox column in your leads grid (first page of edit screen), and tie that to the delete button's loop through grid action (create a conditional statement in your loop so the button will only ...

[quote user="Jason_Silvereye"]OK.  Can you elaborate on how to create a button or provide a link to a webinar/tutorial that can explain this in detail?[/quote] Here are a few webinar's covering the concepts that we use to create a mass delete screen. Overview of Method CRM Introduction to Actions - Level 1 (note .wmv ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Item Service Fixed (#3289) - when adding a new service item from Method, the “Expense Account” dropdown list was missing.  This is needed for services that are performed by a ...

Hey everyone - We have a new version of the API coming out, and we've pegged May 1st as the release date. This means you have until the end of April to test your code against it before it goes live. The API is pretty static, but we did some pretty big back-end changes to the code to be faster, and more up-to-date with whatever changes were ...

Bump to address the last question in my OP:  Can the filenames of reports that are attached to emails be modified? 

Magic! :)  

I think just telling you about it fixed it. "This is the April version " It is now working!

@Wylie - this feature is now available on the "April" version on the stage site (look at the option at the bottom when you sign into Method).   Just keep in mind that the April version isn't live to your customer portal yet, so go in and test it, but don't distribute the portal until April goes "live" (i.e. when ...