Method Community

I want my users to send email from inside Method using their own email accounts. E.g. when customers receive an email from my salesmen via Method, they can reply directly to them, rather than a default company email account. How can I allow my users to set up their own email preferences so I (as the Admin) don't have to enter their email ...

Hi cpitts,  The original Method screen for the Sales Order screen is "QuickBooks_SalesOrder from TemplateOnlineCRMQBDesktop (#380)". Once that tab link is pointing to that screen, try clicking on the "Create Invoice..." button one more time, and let me know if you are still experiencing that error message.  I hope ...

Ronen,   The box states: "SalesOrder from TemplateOnline (#137)".

Hi cpitts,  If you go to Customers > Sales Orders and you hover your mouse pointer over the Sales Orders tab link, can you please tell me what is written in the rectangle box that comes up? I just want to make sure that the "Create Invoice..." button is still working properly on the original screen.  Ronen

Thanks. So I was able to get my invoice and sales order tab to the default online templates, but the issue is still there now.  Going to the (online template version-) Sales Order screen, selecting one of our SO's, and clicking on Create Invoice. Once to the next window, I selected all my items and clicked Next.  And then this same ...

Hi cpitts, In order to direct the Invoices tab link to the original invoice screen you need to do the following: Go to Customize > Tabs For the Customers tab, click on Edit Tab Links... For the Invoices tab link name, make sure that the dropdown selection under the Opens Screen is "QuickBooks_Invoice" I hope that ...

Hi viret56,  These are the steps that I recommend that you take to add the dropdown field successfully to the Estimate screen: Go to Customise > Screens. Select the copy of the estimate screen. In the designer, click on Add Objects tab. Select the object Dropdown1 and drag that into the designer screen. Click on ...

i assume 2_Firstname is the same as FirstName_Step2 then   how come the wizard creates it that way - can the wizard create the space between the names or I just have to know the code?   in the sample of what your customers will see when they use your form the information is one column - ...

Ok.  I checked into that, but the Create Invoice screen didn't have a start loop through grid action in it...and I'm not knowledgeable about that back end. Can you refresh me on how to make a Method default screen publish over the customized one currently live?

 So the 'Dropdown' I am looking at is a field rather than an object.  The table it is linked to is 'Customer'.  The first column field was orginally blank, but after editing the dropdown I noticed it is now 'ParentFullName via Customer', which produces all blank entries in the first column ...