Method Community

Ryan have you posted anything against this yet?  

I have populated the 15 custom fields in Quick books and want to place in my method.  When I try to insert into a screen only the first few show up, even after a recent sync.  Is there a way to get method to read and import the custom fields it is not linking to the field database?   

Good to know.  Thanks Danny. Without more explicit support from Intuit for QB on TS, it would appear a bit dicey for Method to support this method of install, although I am guessing as a COM object subscriber not server, the Method Synch is certainly TS session friendly, even if the licensing model, authentication and permission models in QB ...

Everyone’s heard of office “lingo” before.  You know those words that are thrown around the office, which no one but the people who work there actually understand.  How annoying has it been as an outsider, sitting on the other end of the fence, trying to decipher the “secret code” or language others are ...

Hi Amanda, Thanks for reply, it was great answer. but I set up the email signature in setting, but it did not appear in body part of email. and how do I put customer first name and last name in the email.

 Hello Seny, How are you linking to the secured screen from a non-secured screen? Are you using the 'Go To Tab Link' or 'Show screen in pop up' actions? If you are, then you cannot hover over the tab link to see 'https'. In this case, the only way to verify that the screen is 'https'; is to go into the ...

 Hello Ian, It is possible to set up the email so that it picks up which Account Manager(user) is sending it, and uses their email address as the 'From' email. When setting up these Account Managers in Method as Users, ensure you enter a valid email address for them in Step 1 of 7 under User settings. The next step would be to set ...

I did successfully make the screen that I wanted to be secure, however, I have another problem here, which is that: When you try to link that secured screen from a non-secured screen, it becomes unsecure. Furthermore, all the links from the secured screen will not navigate to the desired tab-link. For instance, if I made the customer list screen ...

Hi Amanda, I can send out email without problem, thanks for your reply. The problem is our company has more than method account, and each account manager want to send email from their own email address, how to set up the email from and is that possible to send email without enter user name and password. I really apperciate if I can get solution ...

Hey Gayla, I plan to post information about this topic later today, please check back later. Thanks.