Method Community

New Method User Group starting for Non-MSPs in January 2013 James Baker and I are starting a new Method User Group in January. If you are a Method user and not an MSP and want to network with other Method Users and learn, please send me a message or email to join. We’ve asked MSP's not to join because they have their own user groups ...

Hi Tia, My colleague (Jim Baker) and I did a short 13 minute webinar on that subject at:  http://www.simplifiedbusinessportals.com/siteContent/learningCenter/msps.html Basically, in order to create an invoice from another screen we need to insert a record into the Invoice table and the InvoiceLine table.  In order to insert into the ...

New Method User Group starting for Non-MSPs on Tuesday, November 13 at 7:00 am Pacific Time James Baker and I are starting a new Method User Group on Tuesday, November 13 at 7:00 am Pacific Standard Time. If you are not an MSP and want to network with other Method Users and learn, please send me an email to join. MSP's are not included ...

Thanks, I can log in now. April

Thanks Richard.  One account is HooperBookkeeping the other is TemplateAprilHooper.  The error message is: "The page encountered errors.  Please refersh your login page and sign back in." I tried it from Firefox on a Mac and from Firefox and IE on a PC.  I'm also having trouble signing in to the Solution ...

Hi.  I have not been able to login to my account or my client's account for the last 8 hours.  Is there a maintenance or technical difficulty?

Hi Danny, I tried your suggestion and it worked for using an email template in List Builder.  Would you please add that to the explanation for "What are merge fields" under "Add/Edit Email Template" or in List Builder itself?  The Add/Edit Email Template page is where webinar #10 on List Builder tells us to change ...