Method Community

 Amanda Thank you this did work and the Outlook integration is working on my laptop. Michele  

Hi Brett, This has now been increased to 4000 characters. -Michael

 Ignore me - I've got it sorted! Havefun Mike

Looks like this bug is back. Attaching doc not working again from Send Email action.

Hi BLCPA, It isn't possible to automate this. The Activity table reminders that get sent out to your users are configurable by clicking on Edit Table... for the table under Customize > Tables / Fields, but the coding is done on the back-end. There's no way to replicate it on a screen level. You could create a ...

Hi hkui, Please go to Customize > Users and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me ...

Hi Ben, The tables you see in your old account are from the discontinued Method Warehouse app. Over the summer, we removed these tables from any new accounts, which is why you don't see them in your new trial. These weren't tables that connected to QuickBooks, so there's no lost functionality. All of the standard ...

no change. I get the report info down at the bottom but no report link. I have a screen print of what I see in the bottom section. If that would help I can email it to you. Thanks!!

My SalesRep table does have an Email field and it is not a field that I added, because I am unable to delete it??

Hi, I added the block of IPs to the EAC, and still no luck. Thanks