Method Community

Paul, I resolved the issue of sales rep.  THX! As far as the Bills that wont post to qbooks i have tried several diff scenarios and still no luck. I have changed to "has been billed" " not billable" and " billable" and added a customer still wont sync      

To update this forum post. Based on information from another post, I tested this on portals and was able to duplicate this issue and am creating a ticket for it. -Michael

HarryWho- I tested the issue with apsotrophe using portals and I was able to duplicate the issue. I am creating a ticket for this. -Michael

Jamie- I still have only been able to duplicate this on files with & in the name. Once I let you know that the fix for file names with & is out, test it again and see if the issue is resolved. -Michael

Please help me withe the following questions:. I need to quickly upgrade to enterprise because of file size restrictions is there anything i need to do to makes sure there are know glitches with method? I also was told in Enterprise i can have 2 company files open at same time, if this is the case can method sync to 2 seperate company files at ...

Thanks for the quick response.  I did play around wih this before and I couldn't remember how to access the templates

Funny - I was working on a project this evening that references the exact same templates. Here are the templates: CRM_ActivityAssignedToUser - For a regular new activity. CRM_Follow-upActivityforUser - For a follow up activity. You can edit the templates under Home > Email Templates. Paul

I would like to modify the email that goes out through the New Activity screen.  Specificaly I would like to add an additional field to the "subject line".  How do I find the actual email template that I want to make a copy of and modify? Jo  

Thanks, I managed to sort this out on our windows pc's. I now still have an issue with our Apple Mac, all regional settings are set for South Africa but the PDF''s are showing up in Dollars. What can I do to resolve this?   We have also a further issue as my pc will display Rands when printing but if we save and send email to ...

We're using the File Attachment data type, the Picture Object, and the Method Store to hold images, pdf files, and CAD drawings of our foundry tooling using the Item name as a key field.  For all of the Items we make we need to associate images of the parts, tooling, and pdf files of CAD drawings, and other image and file data.  We ...