Method Community

mlepitt- Try exporting the AuditTrail table using the Import/Export tool. -Michael

lpierpont, Try this: Click Customize > Tabs. Scroll down to the Activities tab and click Edit tab links on the right. Make sure you have a Tab link named Edit Activity and that it is pointing to the CRM_NewActivity screen( or CRMQBO_New Activity screen if using QBO) . Click Finished ...

Tscotto- I was able to duplicate this issue with some addresses. I have put in a suggestion to update the way the address to map is built. If or when this change gets made to the standard screens I will update this forum post but currently I have an ETA on this. -Michael 

Tscotto- I will look into this and get back to you. -Michael

John- Issue 1 and 2 should be addressed. Let me know if thats not the case. -Michael

It came from the account email address, not any particular user at 10PM, when no one employed at this company was logged on.  I did just supply the portal log in information for this particular customer at 6:30PM last night, which is why I thought it was caused in the portal + the timing.  I can't export the Audit Trail, I keep ...

Here is the screen shot I am getting. Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'Edit Activity'. This Tab Link may have been deleted, or if you copied the original Screen from another account, you may also need to copy the Screen this Tab Link 'Edit Activity' belongs to as ...

mlepitt- I don't think that email gets sent out from our standard portal. That email could have been sent out if someone created an activity and choose to 'Send Email' and selected the Overdue balance reminder template. -Michael

I am trying to use Method for QB online. I am a service business using your scheduling and invoicing add-on. ( integrating with Google Maps). With the address field filled in with "Name, street address, city, state, zip" and then placed into the calendar, it won't map/route with google. The only way I have found it to work ...

What causes the Account Reminder: Overdue Balance email?  I saw one go out last night that also didn't fill in properly for field merges.  I am suspicious it was somehow initiated by someone doing something in the portal: This is what they Received: Dear Customer.FirstName, This is a reminder that your balance is long ...