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Looked at the webinars on Report Designer prior to posing this question. I have also used the Report Designer to customize reports before contacting you today. The fields that I wish to add are not in the Field List Window. For example, in the "Simple Estimate" template, there is no "Customer Phone" available. ...
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Hi John,
You can have them add the email address that the emails are coming from to their safe sender or white list. Method just passes the email to the SMTP server and it sends it from there, it essentially works the same as Outlook does for sending emails.
-Michael
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Hi Matt,
You are going to want to take a look at the Method Report Designer Webinars found HERE. They should get you started with customizing Method Reports(Invoices, Estimates, Sales Orders, etc..)
-Michael
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John-
The reason this is happening is because those links reference old screens which no longer exist when Method Full Blown is removed. I am creating a ticket for this issue.
-Michael
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cpitts- I have created a ticket for this situation. I will update you when I have more information.
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Method Platform updates
New - 'Method Coach' now sends you notification emails when you complete setup tasks and recommends your next steps. Read more: http://miurl.cc/Coach
New - Resolve Conflicts now has a Clear link to ignore the conflict, and a Clear All button to ignore all conflicts.
New - You now have the ability to ...
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At Method HQ, we've talked for some time now about having a "Method Coach" feature. Most of the discussions start with big, bulging eyes and a "Wouldn't it be cool if..." declaration - but to be fair, being a tech company full of imagination, a lot of other conversations here start with "Wouldn't ...
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Customers and Contacts List
New - ‘My Inactive Customers and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online)
New - ‘My Customers and Contacts with a Balance greater than 0’ filter view. (QuickBooks Desktop and QuickBooks Online)
New - ‘Shared Inactive Customers and ...
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John-
The issue with the comments section should now be resolved.
Let me know if that is not the case.
-Michael
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Just to update this thread, this issue was resolved.
-Michael
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