Method Community

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 ...

I am using a Droid3 smart phone from VZ and its been working great. No issues. Havent tried the Iphone.  And make sure you use the mobile login.  I tried to use the regual log in page from the iphone and the moto tablet and it did not work at all.  John M

Hi rlemoi, As an update to my original post, you can make a copy of the "CRM_ActivtyCalendar" screen by doing the following: Go to Customize>Screen Click on the "CRM_ActivtyCalendar" screen and click on the Copy link.  In the Copy Screen Wizard that appears, in Step 1 of 3: Choose Screen, you need to select This ...

Thanks Ronen, I’m simply trying to get the phone contact info for my customer to appear after the Bill To address info. Seems simple enough but can’t quite figure it out. Is the BillAddressInfo4 supposed to be that info? thanks

 Sorry I was not more specific in my first post.  The activity calendar shows times from 12:01am until 12:00pm,  I want to only see 8:00 am to 8:00 pm.  Your answer did provide a partial answer, as I only want to see Monday thru Friday but can live with work week. Thank you BOB

 Will the plug in work on Outlook 2010?  Have not seen any reference to that, only 2007. 

Hi rlemoi, Here are the steps that you need to take in order to change the calendar view: Go to Activities>Activity Calendar In the dropdown on the right hand side, select Day View I hope that this helps. Ronen