Method Community

 Ian, Are you using the default screens or did you do any customization? If you are using the default screens can you email me the link you are using(Method short URL) and the email associated with it so I can test it? Or if you can add my email m.melo@methodintegration.com to a dummy customer and send out  a dummy email to ...

 Ok, what about IncomeAccount.  This won’t display either in a grid.  Is there special code for this as well?

Hi Michael, I try to logging in the portal using short url link, but it is same page as logging in directly into the portal.

pdirect, Have you tried setting the font size and font type first and then entering the text? Let me know if that works for you. -Michael

Hi Ian, Did you try logging in to the portal using the Short URL link (http://MIurl.cc/xxxxxx) that is provided in the email that is sent when saving an estimate/invoice or did you try logging in directly into the portal? To be able to only enter the email address like it is displayed in the webinar you have to use the link that is found in the ...

I just tried the contact portal with shortern url, but I got ask to enter user name and password, but I saw that in the webinar, it can be instead by just email address. I was wondering how to change the setting that customer can login by just email address without register a new user name and passsword. thx Ian

Matt - this should have been resolved with the release. Cheers.

no, it's not including the span tags.  And even if I select text and try to change it to arial and a different font size to force it to include the span tag, it won't.  I guess I'll need to manually enter that code.

Hi cpitts, It can be one of 2 things, you may made need to install the GoToMeeting Codec found HERE, or you may just need to skip to about the three minute mark(This was one of are first webinars and the presenter didn't start recording the screen right away ) -Michael

Pdirect, I'm going to assume that you are formatting the text in our text editor. I just tested it out and it seems to work. The next time before sending an email click the HTML tab at the bottom of the editor and let me know what you see. You should see something all the lines of the following <p>This is a test in ...