Method Community

Hi lvharris,  Can you please e-mail me at r.gaisiner@methodintegration.com the e-mail settings which are working for you? Are you setting up the default e-mail settings for your entire account, or are you setting the e-mail settings for each individual user? When I logged in, I only noticed that the default e-mail settings were set but not ...

Hi haident,  At this time, we only support the 32 bit version of Office 2010.  Ronen

MisterBill - I wanted to update you on this.  We added a new feature that lets you give a single-sign-on click to the portal.   Instead of sending them http://miurl.cc/12345, you can now send them http://miurl.cc/12345?e=email@hercompany.com Where email@hercompany.com is her email address.   We're working towards making ...

Hi swm023,  Are you able to create an invoice for any other existing customer in Method when you don't select the checkbox for "To be e-mailed in QuickBooks?" If you are having trouble creating the invoice for this customer when you place a checkmark in the "To be emailed in QuickBooks?", are you getting the ...

Hi info@bottomlinetaxservices.com,  In addition to my original response, within that same window, if you select the "Appoinments" tab, please make sure that in the "Synchronize the following activiy types" dropdown selection, that the "Activity Types" from Method that you want to synchronize has a ...

 The 64 bit version is only available in Office 2010. The reason I am asking is (quote from PC World mag article - one of many comments on this): None of your old Office add-ins will work in the 64-bit world. They have to be rewritten and recompiled specifically for 64-bit Office 2010. In some cases, programming controls commonly used in ...

Hi info@jemelsmith.com,  When you select the "Setup" link for the Outlook Plug-In in Outlook within the "Method" section, make sure that in the "Appointments Details" tab within the "Settings for Outlook Add-in for Method Integration" window that comes up, that you click on the ...

Hi haident,  The plug-in only works with Outlook 2007 and higher.  Please refer to the following forum post HERE for compatabiliy and additional information on the Oulook Plug-in 2.0.  I hope that this helps.  Ronen

I'm having trouble with invoices.  When I create a new invoice in Method it doesn't show up in Quickbooks.  The customer is a customer in quickbooks and I'm selecting the "to be emailed in quickbooks" box when i create the invoice.

 Hi Ronen, Bad news.  The test email was sent and received properly.  However, my test sending you an email failed again, with the same error message. Lee