Method Community

I fixed it! Thanks so much for your help guys. BUT! I have one more question. When a customer clicks the link to: "Ask a Question  - Create a new customer service case." the system sends me an email to (again) the wrong address. Where can I change that? Aaron

Mark's right.  FYI, though, you need to do a full sync to get the company info over. Paul

Hi Aaron This email address can be changed by updating your company infomation within QuickBooks.

When a customer logs into our portal, using their created UN and PW, and they see the screen where they can pay for an outstanding invoice, at the bottom of the screen there is a place that gives them our company contact information. However, the email address that they see is incorrect. How do I change this?   NOTE: I am talking about the ...

I am trying to change my default email settings under the "my account" tab in Method and receive this error: "The test email failed to send. Your settings have not been saved. Please edit the setings and try again. Here is the response we received from your email server: The operation has timed out." I just setup the ...

Hello, I've successfully used the FedEx Shipping Manager inside of QB Enterprise to have the FedEx tracking number inserted into my customer's invoices. The tracking number goes on the next blank description line of the invoice. What I need help on is how to have Method "see" that information after QB puts the new description on ...

 thank you for the quick response.  Your suggestion worked perfectly and I was able to make the desired adjustments in just minutes.   thanks again.   BOB

Hi rlemoi, If you go to the following blog Here, if you look at the last section that is order listed by numbers, point 2 mentions that the plug-in works with Outlook 2007 and higher. The article also has other great content related to the Outlook Plug-In. I hope that this helps. Ronen    

what you're saying makes sense but i have no idea how to do that. how do i create an action on screen load that will get the current date - 7 days and load the date onto a hidden field on the screen?

i'm having problems creating a custom view for opportunity stages.  i've tried many different variation using is equal to, is not equal to, contains, is one of, etc. and can't seem to get the results i want. it seems i can only create view based on open or closed.  if i'm not mistaken it seems that all the views that ...