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  • Re: Customize follow up email message

    TogsTeam, [quote user=&quot;TogsTeam&quot;] Unfortunately, not all of my Sales Reps are Employees - some are Vendors, some are in Other Names. I&#39;ve confirmed phone # and email addresses for the Employees and Vendors, but the Other Names list doesn&#39;t provide for those fields. What&#39;s next?[/quote] In a situation like this ...
  • Re: Contact Portal Login Setting

    Hi Michael, I tested the expiry date option. I setted it 2 days, but after 2 days when I click the link, the link still can link to contact portal. is there anyway to make the link compeletely expired like &quot;wrong url or link is not valid&quot;? Ian
    Posted to Method:Classic General Q&A (Forum) by ian on 03-17-2011
  • Re: Mobile Screen Lines

    &nbsp;One addtional note is that if the field is read-only&nbsp;then it will not show that line. -Michael
  • Re: Mobile Screen Lines

    pdirect, Thanks for the screenshot. The lines you are taking about are added by default when you drag an editable field onto a mobile screen. The screenshot below is from my BB, all I did was drag those fields onto the screen, they&nbsp;may look slightly different based on the browser you are using. If you want to create your own line you can try ...
  • Icon Suggestion

    With the new IE 9 and Windows 7, we can now pin websites to the taskbar like an application.&nbsp; When I do this with the Method login screen, the icon is just a blue&nbsp;e.&nbsp; It would be nice if the Method &quot;m&quot; was associated with this page as the favicon so when I drag it to the&nbsp;taskbar I would see the &quot;m&quot; ...
    Posted to Method:Classic General Q&A (Forum) by pdirect on 03-17-2011
  • Re: Customize follow up email message

    Unfortunately, not all of my Sales Reps are Employees - some are Vendors, some are in Other Names. I&#39;ve confirmed phone # and email addresses for the Employees and Vendors, but the Other Names list doesn&#39;t provide for those fields. What&#39;s next? Also, I really need to actually understand how this linked fields function works, and what ...
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 03-16-2011
  • Re: Mobile Screen Lines

    pdirect, I am not sure exactly sure what you are referring to. Can you be a bit more specific? Where and on which screen are you referring to? If you could post or send me a screenshot that would be great too. . -Michael
  • Re: Customize follow up email message

    Lee, It&rsquo;s probably because the fields are linked fields. You are going to want to add the Phone and Email to the employee itself in Method or QuickBooks.&nbsp; The SalesRep table references the employee so the changes to employee should be reflected in the SalesRep table. -Michael
  • Re: Will there be a Report Designer update?

    Spascapes - sorry, I don&#39;t.&nbsp; As soon as the last kinks are worked out the update will go out.&nbsp; We are as eager as you are! Paul
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 03-16-2011
  • Re: iPad and Safari

    Paul This is great news! &nbsp;I&#39;ve been talking to several people about the possiblity of using an iPad(s) and method. &nbsp;Here are a couple of examples I&#39;ve thought of: &nbsp; While a sales clerk is walking around helping a client in a retail store they could be&nbsp;creating a sales receipt, checking inventory, etc. This is ...
    Posted to Method:Classic General Q&A (Forum) by LaCrews on 03-16-2011
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