Method Community

 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 ...

Hi John M, I was able to log into your account successfully, and I wanted to give you the following troubleshooting steps: Go to QuickBooks>Resolve Conflicts. Please review the conflicts that are there. If you like us to go through the conflicts that are there, we can do that through our consulting service at $125/hour (minimum 30 min. ...

Hi LaCrews, Let me look into this, and I will give you a response shortly. Ronen

Okay....I'm back. I'm still struggling with the same problem. It would be great if my users could truly authenticate themselves (e.g. not having to entier their email user/password through the Method admin screens) for sending emails. The main reasons: 1) sent emails show up in their Sent Items folder and 2) should an email to a customer ...

Hi Ronen The simple invoice for one but I would imagine it applies to all the transaction reports like sales orders, receipts, estimates,.......

Hi LaCrews, Which default report are you referring to? Ronen  

Hi All I've noticed that on the default reports if you have a discount item that IsPercent it displays in the rate column as a monetary amount instead of a percent.   In this case the rate field needs to be conditionally formated. This has happen on a couple of different accounts and I have added an addtiional formatting condition that ...