Method Community

 When I setup a new user, I add the option for all tables to be accessed that are needed for Outlook Integration.  However, it doesn't seem like I want these users to be able to Add or Edit fields.  Is it ok to uncheck the permissions for adding and editing fields if I want a user to be able to use Outlook Integration?  In ...

Brian, I have had some experience with Gmail and one thing I have learned is that they don't want users using their SMTP as a sending device for bulk emails.  In our office, we use Exchange which allows you to send emails from a "From" address that isn't your direct login.  Most SMTP providers allow you to do this as ...

I would like to make a complete copy of my Method Account and start a new account to link to another Quickbooks database.  I would like to be able to bring over all of the changes made to tables and tables added, along with screens.  Is this possible? Thanks Heather   

Hi Mark, Thanks very much for trying to solve this one. We are trying to write emails from the activities tab under opportunities under the sales center.  We create a sales opportunity, then create activities under those opportunities and finally want to send emails from that activity to our potential clients.        

Can anybody tell me how to attach a document to an email sent in Method? Which screen you use? I used email in customer section. There is no icon to attach document that I can find.

Hi Can you describe how and where (in method) you're sending the emails?  Which Screens?

Hi Wayne. No luck on this solution.  When anyone in the company sends an email through method integration, the "from" is always listed as me, brian@dvdcopycat.com. Even when the "from" field is changed from the email.  Do you have any examples of any of your clients who have succesfully accomplished this task?

I'm confused now more than ever. I only changed the Caption of the fields, not their database table fieldnames.  Why would an otherwise cosmetic change affect the database relationship?  On multiple screens - including the EstimateLineItem grid - it is still referred to as the "Amount" fieldname... so it's not like the ...

 Hi DaveS, Chart of accounts and $ balances come from QB, so in this case Option 1 is correct. Method simply displays the data it pulls from QB. Regards, Denis

 Hello, Since "LineTotal" is a relabelled "Amount" column, you cannot change the hard-coded amount as it is directly tied to the same field in QuickBooks, however if you like you can create an additional custom field "LineTotal2" (or anything that you would to call that field) that will calculate a separate ...