Method Community

 Hi Dave, We've looked into this and we made some changes to make custom fields more useable. Just to give you a technical bit of insight from the back end side of things: 1. QB does not provide us with a unique identifier for custom fields.  It just gives us a name and a value.  So it is very hard to maintain values in ...

Val, I went into Customer Center; picked the client;went into the activities tab; clicked "go to"; then clicked the "send email" tab; filled in my email address in both the to and from; picked a template and typed in the subject line and body of email; then clicked "complete, save and close".  That is when I ...

Hello everyone, We have looked at the webinars but haven't seen anything about emailing invoices.  I have just seen the email templates and integration with Outlook.   Thanks, Kelly 

Hi Kelly, I need more details on the steps you took when trying to send the email. What screen were you working in? What steps you took? What button you clicked? I’ve included a post below as a reference for default email preferences. http://www.methodintegration.com/cs/forums/p/93/757.aspx#757 When setting up default email preferences ...

Greetings, I created numerous customer fields in my custom screen. I was a bit hurried and would like to convert some of the field types, i.e., from "text" to a calendar or text to "yes/no." I thought I messed up by having added the field to the wrong table (i.e., the default but not my custom screen). No matter where I ...

Thanks James - glad to hear it worked. Sounds like you know a bit of coding, and can feel some of our pain :). Paul 

 Also how do we send a PDF to the email along with the invoice?

Good morning all.... I am testing out the email in method and am trying to send myself an email.  Unfortunately I am getting an error message: "Error^Action Sequence:31. Error with user authentication;Server says; 550 Unexpected auth error." I went into the customize screen entered my email server address, ...

Yes, that worked like a charm.  I added one field to the section then moved it up 4 rows. It took a few tries though and there is still some funky stuff going on with the screen refresh.  There's a refresh that follows the dialog box asking for confirmation to refresh and then occasionally another refresh follows and resets the ...

Oh, great idea, the container was definitely empty. I'll give it a try and report back.  I should have thought of this.  It's not uncommon to see object code that likes some data in the bucket. Cheers, James