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  • Re: Customize follow up email message

    &nbsp;Hey Lee, Give it a try again today and let me know, I&#39;ve tested this again today and it&#39;s now working fine. When did you create the template that you&#39;re having problems with? Was it on the same day you tested it out? Or did&nbsp; you create it and go back a few days later and try to use it?
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-19-2010
  • Re: Can't Open Report in Report Designer

    &nbsp;Hey Greg, I am not sure yet of how this was done. What screen are you on? I imagine that if you go to the Resolve Conflicts section, you will see a message about a conflict involving this record. Let me know what screen it was and I&#39;ll look into how this might have happened. &nbsp;
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-18-2010
  • Re: Can't Open Report in Report Designer

    &nbsp;Hey Greg, The first thing that jumps out at me is the error message. &lt;ERROR&gt;&lt;MESSAGE&gt;These Columns don&#39;t currently have unique values,&lt;/MESSAGE The screen you are using requires unique values, have you confirmed that you entered unique&nbsp;data into all of the required fields? If you look at the table for this screen, ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-15-2010
  • Community Webinar 22: Method Field Services: Level 2

    On January 20 @ 1:00pm EST, Valbon Shabani will continue with the next instalment of Method Field Services level 2. This level 2 webinar will demonstrate the use of the work order waiting list, going further into details and cost, equipment and other options that surround the work order. Space is limited. Reserve your Webinar seat now ...
    Posted to Blog (Weblog) by Anonymous on 01-13-2010
  • Re: Customize follow up email message

    &nbsp;Hey Lee, I am looking into this, I will post shortly.
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-13-2010
  • Re: Customer Sales report

    &nbsp;Hello, You can schedule QB reports to run in Method but we cannot customize those report, i.e. adding fields etc. Also you wouldn&#39;t be able to filter or drill down those reports in Method since they are in HTML format. Any modification to the QuickBooks reports would have to be done in QuickBooks. On the other hand, if you wanted to ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-12-2010
  • Geek Corner: Importing using Excel API Tool

    So you&rsquo;re all excited to use Method.&nbsp; Perhaps you&rsquo;ve added a couple of new fields, edited some of the existing screens and maybe even added a few new tables of your own.&nbsp; Fantastic!&nbsp; Your sales team gets their hands on Method and what&rsquo;s the first thing they say to you?&nbsp; How can I enter in this list of ...
    Posted to Blog (Weblog) by Anonymous on 01-12-2010
  • Re: download for report designer

    Hey, Our report designer can be downloaded from within method, or you can follow the links on this blog. To Install the designer from Method, place the action &quot;Generate Report&quot; on a button. In the properties for this action you get the option to &quot;Open Report Designer&quot;. Check out the blog posting because it has some great ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-12-2010
  • Re: Customize follow up email message

    &nbsp;Hey Lee, I am trying to find out the exact list of formats, I will update this thread as soon as I get it. How large is the file you tried to upload? I am also working to find out if we have a size limit for this plug-in. Try changing the file type as this may decrease the file size, I will keep you up to date!
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-11-2010
  • Community Webinar 21: Method Warehouse: Level 2

    On January 13 @ 1:00pm EST, Ryan will be taking a 2nd look at Method Warehouse. We will be looking at some more advanced features of Method Warehouse. We will be covering how to setup the MRP Calculator, as well as how to use the locations section of warehouse. Space is limited. Reserve your Webinar seat now ...
    Posted to Blog (Weblog) by Anonymous on 01-11-2010
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