Method Community

 Hi Michele, In Outlook, try going to View > Toolbars and ensure MethodCRM has a checkmark. Let me know if you then able to see the "Add to MethodCRM" option on your toolbar. Hope this helps.

Any thoughts on this?

 Amanda I installed the add-on but can't find the new buttons?  Can you tell me what I am missing.   Thanks  Michele

 I've restarted QB several times, no help.  I'm not aware of having a business consultant, how would I find out who that is?  Thanks!

I'm testing out using the Customer Portal feature in the Method Integration so that my customers can view their invoices and account details. The feature works great, but I'd love it if I could customize this feature to be able to add payments as a feature. It looks like printing an invoice is pretty straight forward, so customers could ...

 Hi Joe, Thanks for the post. I was able to replicate your multi-lined text boxes scenario and I've passed it on to our development team.  I'm looking into your 2nd question Re: grid columns as to whether it was created that way by design or if we need to make changes. I'll keep you posted as soon as I get some ...

Peter, Looks good! Thanks a ton! i just found out another good practice for using nusoap. I found some documentation that recommmends using the nusoap_client constructor in case the PHP install has both SoapClient and Nusoap installed, that way you know you're getting the right object! I.e.    $client = new ...

Hi. Me again lol!, Screen This Applies To: The Field Edit Wizard screen for any given table under Customize->Tables/Fields->'Edit Fields...'. Ok. After creating a custom table you often come to realize certain fields should be (or should not be) required or unique but were not set that way on the initial setup. For the sake of the ...

Hi. Just wanted to address 2 issues I have come across in the last couple days. 1) Multi-Lined text boxes. Using the edit wizard, change the number of lines in a text field from 1 to a number such as 3. You should find that after publishing and viewing the screen than when the text box gains focus it grows in size. This is true to every time ...

 Hey Pamela, Try restarting QB, if that doesn't work please contact your business consultant. We would like to get that resolved as soon as possible for you.