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  • How to sync QuickBooks invoices older than 30 days

    Hello! I need to know how to change the default setting of 30 days for invoice syncing.&nbsp; We need access through mehtod to older invoices, as well. Thanks! &nbsp; Maia Dealan-de &nbsp;
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-14-2010
  • Re: "Is Lead Status Only" Issue

    Hey Kevin, If you want to enter in lead status clients all the time, you can do it 2 ways: 1, Customize the screen so by default &quot;Is Lead Status&quot; is always checked. 2, Or, you can use the &quot;Advanced Search&quot; button that&#39;s located on the Customer List screen, and then select &quot;New Customer (Lead Status)&quot; from ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-14-2010
  • Re: "Is Lead Status Only" Issue

    &nbsp;Go to customize screen for Field Service_Customers Under additional information click edit lead status On the opening page you can check or uncheck default for lead status
    Posted to Method:Classic General Q&A (Forum) by Boyd on 04-14-2010
  • Read/Write permissions

    This seems basic but I don&#39;t know the answer - can I set permissions so that people can see some records, and not others? For example, each lawyer can see their clients, but no one else&#39;s. Or some people can write to a record, other people can only read it? And can I do this on a custom table? &nbsp; Thanks &nbsp;
    Posted to Method:Classic General Q&A (Forum) by emsegal on 04-14-2010
  • Re: Email within Method will not work

    Danny - all worked fine with Gmail - thanks Heaps!
    Posted to Method:Classic General Q&A (Forum) by KevinB on 04-14-2010
  • "Is Lead Status Only" Issue

    I am trying to find the proper screen to customize so that all of my new customers default to &quot;Is Lead Status Only&quot; and do not show up in QBooks. Method says:&nbsp;Tip: If you want to default a new customer to Is Lead Status Only, simply customize this screen, and edit the properties of Is Lead Only to have the Default Value&nbsp;of ...
    Posted to Method:Classic General Q&A (Forum) by KevinB on 04-14-2010
  • Re: Ipad

    Since we don&rsquo;t have our hands on the iPad just yet it&rsquo;s difficult to answer questions.&nbsp; There&rsquo;s no intention of creating apps specific to the iPad right now but that might change down the road. I will tell we are currently creating optimized versions of Method screens for the iPhone which is something to look forward to. ...
    Posted to Method:Classic General Q&A (Forum) by Method_Valbon on 04-14-2010
  • Re: Email within Method will not work

    [quote user=&quot;KevinB&quot;] Will do Danny - thanks a bunch for your assistance. Geez, with all this GMail love from you guys, I&#39;d think your product would be supported bt Google Chrome Cheers, Kevin [/quote] It will be a great day when we announce supporting Chrome as a browser. &nbsp;I personally use it daily and love it. &nbsp;A few ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-14-2010
  • Re: Email within Method will not work

    Will do Danny - thanks a bunch for your assistance. Geez, with all this GMail love from you guys, I&#39;d think your product would be supported bt Google Chrome Cheers, Kevin
    Posted to Method:Classic General Q&A (Forum) by KevinB on 04-14-2010
  • Re: Email within Method will not work

    Kevin, One last thing that I wanted to mention was that I noticed in your ISP&#39;s documentation that they require &quot;SSL&quot; for email SMTP connections. &nbsp;This isn&#39;t an option for our SMTP so if this is required, might explain why it isn&#39;t working for you. &nbsp;My suggestion is to do the Gmail route. &nbsp;Not to mention, ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-14-2010
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