Method Community

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

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

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

cpitts- I have created a ticket for this situation. I will update you when I have more information.

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 ...

  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 ...

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 ...

John-  The issue with the comments section should now be resolved. Let me know if that is not the case. -Michael

Just to update this thread, this issue was resolved. -Michael

Greetings, When saving and emailing invoices and estimates from method, some of my customers are not getting those email. If i send the estimate or invoice from Outlook and add the invoice as a attachment then they get it.  I ask them to check their spam folder, and about 50% of them time it will be in there. Can they call their ISP and tell ...