Method Community

Ben, Please enable the MethodSupport user and let me know when you, or someone else at the office, can start a screen sharing session on the main syncing computer/server. Go to Customize > Users > scroll down to the bottom of the screen and ensure there's a checkmark in the Active box for the MethodSupport user. If you're not ...

Not sure exactly why this message is coming up as I've never seen nor heard of it before. I did some searching online and found that a possible cause may be corrupt data in your QuickBooks file. Here are a few of the links I ...

Hey Seth, Is this happening on the stock CRM_EditCustomer screen or on your customized version? If it's happening on your customized screen then edit the screen, click the Advanced button, and look at the actions under the OnScreenLoad event. You'll want to look for the Show Screen in Pop Up action, normally it would be contained within a ...

Hahaha that's awesome, I'll keep that in mind. Next time any weird messages come up I'll just have a cold refreshing beverage For future reference make sure that the screen and/or table are not being edited when you're actually accessing the live screen itself. - Ashur

Hey Jessica, No, you don't need to customize anything in order to utilize the Import/Export tool. You need to access it through the Customize tab, I've responded to your email. - Ashur

Just to clarify: When you edit your email template, click the Insert/Edit Image button on the toolbar. You'll then be able to upload the picture to your account database and use the tag I mentioned. - Ashur

There's actually another solution for you, when you uploaded your image originally in your email it actually saves to your account database so you can use the below tag to get your image to display. *Note: You need to replace the MyAccountName part with your actual Method Company Account name, you'll also need to ...

The picture can't be stored on your local computer, it needs to be located on a server that is publically accessible by everyone else on the internet. If you don't have access to a server to store your images on then look for a free image uploading/sharing website to use. A great website we use for uploading images is ...

Hi Ben, Your setup is not outside of the norm. One thing you need to keep in mind is that Method requests your data from QuickBooks (via the QB SDK) during a sync, so the larger the QB file, the more data it needs to handle. This may be part of the reason you're seeing a decrease in speed. Keep an eye on the amount of resources (CPU ...

Hi Innovative, When inserting a picture, you need to use an html tag which points to the server where the picture is stored/saved, see my example below. The reason for this is because we don't store images inserted into html editors on our servers, take a look at this related post. [quote]Hello World, This is my email and here is a ...