Method Community

Go into the customer grid options in the Edit screen and add the following to the default filter (or create  new one for yourself)

Heather - Thanks for the detailed explanation.  Also, thanks for appreciating Method - it makes all our hard work worthwhile when we hear forum posts like that :). I updated our dev team ticket, to make sure we include an option for city, state.  Just for your reference, the ticket number we are watching is #1750 (in case ...

Paul Thanks for the reponse and I agree that properly is better than a quick fix.

 Hi William, Could you kindly provide me (through my email) with your direct email address, company account name, and also enable the MethodSuppoort user under customize -> users. This will give us the opportunity to go in and have a look. Regards, Denis

That would be a possible quick way of doing it.  But here's my thoughts: 1. We can't guarantee the sync engine will be open - so users depending on the daily task will find it undependable. 2. There's an authentication problem - since we need to create a security token in order to open a screen. Right now there is no ...

This is the followup inmail thread.   Chris Glad you figured out the opportunity issue. Posting a link is really simple. Anywhere you have a field that is set to display the html editor (like the comments on the activities screen) you can paste in a link. Hope this helps Mark Also, I hope you ...

Here's a question from one of the linkedin groups.   Client Portals Is there a file sharing option for the client portal? I would like to upload tax returns and supporting documentation to a secure portal for clients to view, print, etc.

Paul There's that API word again but I've got a thought that might make this an easy feature to add.  Suppose there was an action set that was tied to the sync engine.  Something like that must happen to generate the QB reports.

Mark - no not yet. I know exactly what you are asking for and why you are asking for it.  We just don't have a "Scheduled Tasks" feature in there.  We use Method ourselves to run our company (suprise suprise)......and what we do is have a windows service as a scheduled task in windows that uses the MethodAPI to ...

Paul, Thanks for your response. I'll think about these questions and get back to you.