Method Community

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 ...

mlepitt- I am still unable to duplicate this issue. Email me directly and we can set up a time where we can do a remote desktop and you can show me the issue yourself. -Michael

It is now happening to me this morning.  Was fine yesterday, now I can't add a contact associated to a company.  Since it is during business hours I am unable to give you access to those users and myself as I need the system.  Can you try again w/ the support log in this AM?

mlepitt- Could you give that user a temp password and email me that password and their username so I can try logged in as them? Using the MethodSupport user I have not been able to duplicate this issue. -Michael

MVI- We can point you in the general direction through the forums or we can get this done through paid consulting with us. For the most part to do this you would have to add a loop to the email actions found in the Save button. -Michael