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  • Re: Customize follow up email message

    TogsTeam, [quote user="TogsTeam"] Unfortunately, not all of my Sales Reps are Employees - some are Vendors, some are in Other Names. I've confirmed phone # and email addresses for the Employees and Vendors, but the Other Names list doesn't provide for those fields. What'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 "wrong url or link is not valid"? Ian
    Posted to Method:Classic General Q&A (Forum) by ian on 03-17-2011
  • Re: Mobile Screen Lines

     One addtional note is that if the field is read-only 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 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.  When I do this with the Method login screen, the icon is just a blue e.  It would be nice if the Method "m" was associated with this page as the favicon so when I drag it to the taskbar I would see the "m" ...
    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've confirmed phone # and email addresses for the Employees and Vendors, but the Other Names list doesn't provide for those fields. What'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’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.  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't.  As soon as the last kinks are worked out the update will go out.  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!  I've been talking to several people about the possiblity of using an iPad(s) and method.  Here are a couple of examples I've thought of:   While a sales clerk is walking around helping a client in a retail store they could be 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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